Here is what it looks like.  We hope you like it and thank you for using PlaybookIQ.

Admin / Web Forms

First, we need to create the web form.  In the admin section of your account, you will notice a section called ‘Web Forms’.  Click ‘Manage’ and then ‘New’ to build our new form.

Form Title

First, give your new web form a title and description.

Customize Form Messages and Links

After creating your web form, customize its title, message and links.  Include a ‘Thank You’ message that will be displayed after someone submits your form.

Playbook Assignment

This is an important step.  When someone submits your web form, a new contact record is created.  That contact will appear on the first step of the playbook you specify here.

Your Web Form URL

After you save your new web form, you will see your new web form URL.  Use this web address in your emails and on your website to easily capture leads into your PlaybookIQ account.

Try it Out

Go ahead and click on your new web form URL.  Fill out and submit the form.  Now, go to your dashboard.  If the fist step of your playbook has “days: 0″, then you will see the newly entered contact in your PlaybookIQ account, ready for you to take action!

We really hope you like this new feature and thanks again for using PlaybookIQ CRM.

With the addition of multiple playbooks, a contact’s playbook and step information can get much more detailed.  The newly tuned contacts screen handles display of this additional information without impacting response time.

All changes in this release are behind the scenes.  You will not notice any UI changes but you will notice a faster, more responsive CRM system.  We like how the speed improvements have turned out and hope you do too.

This new feature appears on the details screen for every contact:

Assigning a playbook

The previous version of playbook assignments allowed for just one playbook at a time:

In the new version, you can apply multiple playbooks:

Removing playbook assignments

In the previous version, you removed a playbook from a contact by assigning the ‘blank’ playbook choice:

In the new version, if you wish to remove a playbook, you do so by simply clicking ‘remove’ and confirming.  As always, each time you apply or remove a playbook, that action is captured in the contact’s comments and history.  We hope you enjoy the new multiple playbooks feature in PlaybookIQ.

You can now store and share documents in PlaybookIQ.  This makes for a convenient place to store coaching documents, product sheets, proposals, invoices, or any documents that relate to a contact. 

Attached documents are shared with everyone on your team (unless the contact is ‘private‘, then only you can view the document).

To use this new feature, simply click the ‘attach’ link in the contact’s ‘Document’ section. Find out more at the PlaybookIQ help center.

To try it out, sign into your Playbookiq account or sign up for an account for free.

Heres a simple new feature that can make your work a bit easier.  To get daily email reminders of your tasks due simply click ‘Edit’ in the top right of the application to open your user profile.  There, you will see a new profile item, “Email Reminders”.  This was a highly requested feature that we think you will find useful.

To mark a contact private, simply mark the “Private” checkbox when entering or editing a contact.  Only the contact owner can mark a contact private.  (The person who first creates the contact is the contact owner.)  The private setting extends to comments and tasks on the contact as well.  We hope you find this new feature useful.