Playbooks | Dooly Help Center

Playbooks

Use this guide to learn to create and action your organization's winning Playbook in Dooly

9 articles in this collection
Written by Amal Hatmi

Intro

What is Playbooks?

Dooly Playbooks helps you create a library of relevant collateral and content for your customer facing teams to reference on calls

Written by Amal Hatmi
Updated over a week ago

Impactful Playbook Content

Flipping the switch on content that helps close business

Written by Amal Hatmi
Updated over a week ago

Setting Up

How to build your Playbook in Dooly

This guide walks through the use cases for implementing your own unique playbooks into Dooly for your team to close more business.

Written by Amal Hatmi
Updated over a week ago

Content

The Playbook and its Authors

Create relevant content for your revenue teams to leverage in meetings to win more business

Written by Amal Hatmi
Updated over a week ago

Adding Cards

How to add a content card to your Playbook library

Written by Amal Hatmi
Updated over a week ago

Curating the Library of Content

The two ways of managing content via the List or Cards view

Written by Amal Hatmi
Updated over a week ago

Adding Signals to Trigger the Right Content

Give your content context, and control when your team gets to see it

Written by Amal Hatmi
Updated over a week ago

Attaching External Content Sources

Guru Cards

Take any relevant content from Guru, incorporate it into your Playbook, and push it to your team while they're in their meetings.

Written by Amal Hatmi
Updated over a week ago

Google Drive Content

Have content pieces or SOP documents in GDrive you'd like to refer to and see when on your calls? Turn them into Dooly content!

Written by Amal Hatmi
Updated over a week ago