How do I add a contact to a playbook from Salesforce? - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".


Knowledgebase
How do I add a contact to a playbook from Salesforce?
Posted by The Team at Mindmatrix on 14 October 2015 03:14 AM

Click on the Contact or Leads tab and select your contact or lead record you would like to add to your Playbook. For this tutorial we will choose leads.

 

 

From there, click on the lead that you wish to add to a playbook.

 

 

On the contact or lead’s info page, scroll down to the Internal Playbook section and click on the playbook that you wish to add the contact to.






The contact will now appear in your playbook and you can track the contact’s progress in the ”contact feed”.

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).