Playbooks bring your expertise and playbooks to life on the sales floor, all in real-time and at scale.
Click on "Playbooks" in the left navigation.
Click on "+ Add a card" at the top.
If you don't see this as an option, reach out to us and we can make you a playbook curator.
Optional: Add a category to help organize all of your playbook cards.
Choose your keyword signals.
Add in keywords separated by the ‘Enter’ key. There’s no limit to how many keyword signals you choose.
Optional: Add a stage signal by choosing to decide when in the sales cycle your card can pop up.
If you leave this signal blank, it will trigger across all stages.
Optional: Add a role signal.
This is based on your team's Salesforce role assignment.
Give your card a title.
Write your talking points.
Use bullets and numbered lists for the most impactful content.
Toggle the card to "Published".
Test it out by typing your keyword into a note and watch the magic happen ✨