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.