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TannerScharch
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Tanner Scharch

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mazzle5 on September 16, 2019
Built-in playbook tracking
Hi HubSpot community, I think it would be great to have a feature where you can see if your sales team is actually utilizing playbooks on sales calls at the stages that they're instructed to. I see this feature being valuable as sales managers read more
Reply Idea Deals Sales Documents Sales Reporting
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TannerScharch
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August 14, 2020
I agree with the above and we have started to use Playbooks to capture data reasons a Customer was Lost. Essentially tagging reason, decision-maker,...read more
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