playbook names in notes should accommodate personalization tokens.
Hey!
Noticed a HUGE feature optimizations for playbooks when looking at an account that had multiple logs of the same playbook through association. (ie several deal playbooks rolled up to company) However each was for a different deal.
Main issue is that when a playbook is logged as a note, all you can see without expanding the activity is the name. This makes them look like identical notes with ZERO context until you expand.
It would be better if you could customize the playbook title/name using personalization tokens so it reads:
Closed Won Deal [DATE] by [OWNER] with [Products] for $$$
Closed-Won Deal [DATE] by [OWNER] with [Products] for $$$
Closed Won Deal [DATE] by [OWNER] with [Products] for $$$
Weitere Ideen mit folgender Beschriftung anzeigen:
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.
