Introduction: The latest update to the Sales Playbook introduces two key enhancements: a new Dashboard View and a redefined Process View. These views streamline access to critical data and improve functionality. The following guide outlines how to ...
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 ...
As part of our ongoing effort to enhance the usability of Mindmatrix Bridge™ the following updates will be released in 2023. Playbook type Window for update Marketing playbooks March 16, 2023 - RELEASED! Onboarding playbooks April 27, 2023 - ...
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 ...
Overview The Sales Playbook allows admins to create detailed yet easy-to-understand procedures for executing sales campaigns. Each tab in the playbook should be titled after a single objective and contain the steps necessary to achieve that ...