New Feature: Copy Playbooks

smeade — Fri, 25 Jul 2008 21:52:00 +0000

In PlaybookIQ, playbooks contain your sales team’s best practices. Each playbook is a series of repeatable and measurable steps that can be easily applied to a contact. Each step is assigned a timeline and responsible user. In this way, PlaybookIQ truly combines small business CRM with sales team collaboration and sales best practices.

Sometimes you might want to duplicate the series of steps in a playbook, but assign tasks to different users. Now, we have made it super easy to do so.

Simply:

1. Open the playbook (Playbooks tab, click on a playbook title).

2. Click on the ‘copy’ link.

PlaybookIQ will automatically create a brand new playbook, with all step definitions copied over. You can then go in and modify the new playbook by changing who is assigned each step, removing steps, adding steps, or whatever you wish.

This is just one of many small enhancements coming up soon that will make it faster and easier than ever to get the most out of PlaybookIQ.

Try it out at playbookiq.com.

New Feature: Mass Playbook Assignment

smeade — Wed, 14 May 2008 21:00:00 +0000

PlaybookIQ has powerful search features, including a live search by last name, quick search across all fields and advanced search for specific values in specific fields. Quick search and Advanced search results are returned in a list of contacts, with a checkbox next to each one. From day one, you have been able to add tags and remove tags in mass by checking one or more of the contacts in the search result list.

Starting today, you can now also mass assign to a playbook. (In PlaybookIQ, a playbook is a predefined series of steps and best practices that you want to apply to one or more contacts.) Let us show you an example.

Say that you wanted to put all of your Texas prospects onto the Texas Trade Show playbook. You can now do so with just a few clicks like so:

1. Search
Go to the Search tab, click ‘Advanced search’, and enter TX in the State field and choose ‘prospect’ from the tag list. Click ’search’ to get a list of all of your Texas prospects.

2. Check
Click the checkbox at the top of the results list (this is the ‘check-all’ box).

3. Assign
Click ‘Assign to playbook’, choose the ‘Texas Trade Show’ playbook, and click the assign button.

Just like that, you have automatically created steps to ensure your Texas contacts know about the Texas Trade Show.

We think you will find this enhancement valuable and hope you like it.

CRM Software » playbooks

New Feature: Copy Playbooks

New Feature: Mass Playbook Assignment