How to Create and Use Playbooks in Hubspot

Описание к видео How to Create and Use Playbooks in Hubspot

In this video, we’ll show you how to create and use Playbooks in HubSpot to guide your team through calls, capture key details, and maintain consistency. Learn how to set up Playbooks with questions, prompts, and custom rules to streamline your processes.

Timestamps:

00:00 - Introduction
00:07 - Accessing Playbooks in HubSpot
00:14 - Starting a Playbook from Scratch
00:22 - Adding Questions and Prompts
00:52 - Adjusting Settings and Custom Rules
01:06 - Publishing and Using Playbooks

Stay tuned for more HubSpot tutorials and pro tips from The Operations Company.

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