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 from the Set-up Tab select 'Templates'
You can either create a new Internal Playbook or click on 'Edit' to
add a banner to an existing Playbook
Once you ar...
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...
FEATURE:
This feature will provide the User to observe the contact-centric
playbooks of all the Users he/she has access to.
WHO WILL BE USING THIS?
This report will provide information of contact-centric playbooks of
all the Users for whom the logge...
LINEAR PLAYBOOK SUMMARY WIDGET IS FOR CHANNEL MANAGERS TO KEEP TRACK
OF HOW THE PARTNER USERS ARE USING THE LINEAR PLAYBOOK AND CHECK WHICH
STAGES OF THE PLAYBOOK EACH PARTNER USER IS IN AND REVIEW THE STATUS
OF USERS IN EACH STEP.
THE DIFFERENT OPTIONS...
Non contact centric playbook usage report can be pulled by going to
Reports > Asset Report. Select the Internal playbook option in the
drop down menu.
This will show us all the playbooks present in the user account. If we
click on the numbers next to th...
OVERVIEW
Internal Playbooks enable admins to create detailed yet easy to
understand procedures to be used in training sales users. The
Non-Contact Internal playbook is tailored for outlining internal
company procedures.
* To create a template sele...
Non-contact-centricLinear playbook usage report can be pulled by going
to Reports > Asset Report. Select the Internal playbook option in the
drop-down menu.
This will show us all the playbooks present in the user account. If we
click on the numbers next...
