What is Playbooks?
Playbooks is a Chrome extension that helps you prospect, prioritize and connect without juggling multiple tools and automatically syncs activities back to your CRM eliminating the need for manual entry thanks to the integrated telephony and email features. Prioritize and manage leads and contacts with personalized sales engagement plans for calling, emailing, and more.
This video will quickly describe the general use of Playbooks including:
- The Playbooks dashboard
- Completing today's tasks
- Task filtering strategies
- Adding records to Playbooks and Plays
- And creating a Play
Note: this video demonstrates these scenarios for a Salesforce user, but the same features are available for Microsoft Dynamics customers.