How do I add contacts to a Sales Playbook?

How do I add contacts to a Sales Playbook?

For more information about Sales Playbooks from a user perspective, see How do I use a Playbook?

Adding Contacts to Sales Playbook (Stepwise-Wise View):

Click on the "Add/Remove Contacts" button.

'Add Contact(s) to Sales Playbook' options:
A. Dynamic List for Playbook: add all contacts from a Company Smart List
B. Selected Step to Add Contact(s)
C. Add From List: Add all contacts from a Recipient List, Smart List, or Company Smart List
D. Create New Contact
E. Manually Add or Remove Contacts

Select the step to which you wish to add contacts.

Make you selections and then click "Done"

Adding Contacts to Sales Playbook (Contact-Wise View):

Click on the "Add/Remove Contacts" button.

Follow steps above. Once you click "Done" the playbook UI will populate with Contact data.

    • Related Articles

    • How do I add a personalized script to a Sales Playbook?

      Personalized Scripts are written instructions to help a sales user approach a contact over the phone or LinkedIn. For a Sales Playbook, this is a great way to let Users know "what to say". For more information about to create a Sales playbook, see ...
    • How do I add a print campaign to a playbook template?

      If you have print vendor integration, setup a print campaign within a playbook! This will allow you to share playbooks to users that give them the option to order a print asset from a vendor on-demand. You must have a print vendor configured with ...
    • How do I add one or more contacts to email blast, drip campaign, or sales playbook?

      To manually send communications to individual contacts, go to Connection > Contacts. Select the contacts that you wish to reach out to and then click on the vertical ellipses at the top right hand corner of the screen. This menu will display a ...
    • How do I add contacts to a drip campaign?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. There are three ways to add contacts to a drip campaign: 1. Adding contacts from the ...
    • How do I restrict access to pages in a Print Template for Contacts/Sales Users?

      Posted by The Team at Mindmatrix on 24 June 2015 11:01 AM You can decide which page/s of the template will be available to the contacts/sales users. The ‘Page Management’ feature allows you to add rules (based on user/contact/company variable ...