How do I add a contact to a playbook from a contact record?
1. Go to Connections > Contacts
2. Select a contact > Actions > Execute Play
3. Select the playbook you would like to add your contact to.
Related Articles
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 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 ...
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 embed an asset into a playbook or journey?
It is possible to to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Embedding assets into playbooks is a great way to make your steps more visually ...
How do I configure User, Contact and/or Asset scoring?
Lead scoring refers to the metrics you use to determine how interested a potential customer is in your product or service. Creating a lead scoring model is a two-part process. First, you must create your scoring rules, and then you use those scoring ...