Playbooks

You are wondering why one or more persons appear in the audience of your Playbook? Try this quick checklist to see if it solves your problems. This article covers the Salesforce integration but would be similar with other integrations. Verify Play...

Playbooks streamline your sellers workflows by surfacing their prospects in one place with guided instructions and recommended actions If you are a Sales manager or a Sales Ops it is a great way for you to push a playbook to your team, at scale and...

Why use Playbooks? As a seller, Playbooks help you figuring out which accounts or leads to focus on first with a recommended approach on what to do with each prospect.  As a Sales manager or Sales enablement manager, Playbooks help you rep...

Just dipping your toes into Sales plays and tailored sequences? We've got you! Why use the Playbook Library From working with hundreds of customers we've gathered a library of playbooks that you can use for your team instead of starting from ...

Log into Copilot Navigate to the left side nav bar and click +New Playbook Choose between creating from the Playbook Library or building your own using our AI assistant . You can also take inspiration from your existing Playbooks. ...

As an admin, you can create a playbook for yourself, for specific members, for teams or for your entire organization. Pre-requisite You are an admin Step by Step Log into Copilot Click on the ⚙️ gear icon at the top ...

Who is this for? This article is for Admins using autopilot. What is Autopilot? Autopilot is a feature that allows you to automatically enroll prospects into sequences based on specific rules. By skipping manual actions, you can save your sal...