Users can share Plays that they have created with other users in their organization or in other organizations. When a user shares a Play with another user, all of the steps, including wait times, and content for the Play is included, but this does not share any CRM data, such as leads and contacts.

Follow these steps to export a Play:

  1. Open Playbooks extension
  2. In the menu, click Plays
  3. Click on the desired Play
  4. In the top right-hand corner, click on the vertical three dots and select Export
  5. A .playbook file will be downloaded to your computer that can be shared with other Playbooks users.

Once a user receives the .playbook file, they will need to import the Play into their Playbooks account.


P.S.- If the Play would benefit the whole team, a Manager (or someone with permission to the Playbooks Manager) can import the Play and assign it to the whole team.

Did this answer your question?