How do I add a contact to a playbook from Salesforce?
Posted by The Team at Mindmatrix on 25 February 2022 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”. | |
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