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Knowledgebase : Playbooks
   

 OVERVIEW This section allows you to add multiple asset types (print or document) for steps that are organized by the filter. Mindmatrix will auto-suggest playbooks or assets when you search based on your filter types. This is used for Playbooks that are...
OVERVIEW This article describes how to use the playbook feature. * Select the 'Playbook' tab. * Click 'Internal'. * select the playbook you would like to view * The playbook section displays the existing steps, contacts, and the contact feed...
OVERVIEW   Internal Playbooks enable admins to create detailed yet easy to understand procedures to be used in training sales users. The Non-Contract Internal playbook is tailored for outlining internal company procedures. * To create a template se...
OVERVIEW The Contact Centric Internal Playbook allows admins to create detailed yet easy to understand procedures for executing sales campaigns. Each tab in the playbook should be titled after single objective and contain the steps necessary to achieve t...
* To add new contacts to an internal contact centric playbook, go to "Playbook", then click on "Internal", and then click on the template that you would like to open.     * If you want to execute a play for a specific contact, click on that conta...
DATAROOMS ARE PROFESSIONAL LOOKING COLLECTIONS OF TRACKABLE ASSETS THAT USERS CAN SEND TO POTENTIAL CUSTOMERS. TO CREATE A DATAROOM, GO TO “SETUP”, THEN “ASSET MANAGEMENT”, AND “TEMPLATES”. IN THE “FOLDER” SECTION, CLICK ON “DATAROOM” AND THEN CLICK ON TH...
In order to edit a playbook, go to Setup > Asset Management > Templates > Internal Playbook and then on click "Edit" hyperlink on the playbook you wish to edit. When you from here, you make all of the same modifications to a template that you could if y...
To add a "To-Do" reminder to a playbook, go to the internal playbook section and then select a "contact-centric playbook" (e.i. a playbook with a green figure in the upper right-hand corner). To add a reminder to a specific step, click on the step's "To...
To make Internal Playbooks more visually appealing, users now have the option to upload a banner                                           HOW TO UPLOAD A BANNER IN INTERNAL PLAYBOOKS?   To upload a banner to your Internal Playbook, from the Set-up ...
USING THE HOT PROSPECT FOLLOW-UP PLAYBOOK The Hot Prospect Follow-Up Playbook, available in the MSP Advantage and IT Advantage programs, provides you with a step-by-step process for following up with sales-ready leads. The playbook includes personalized...