How to create HubSpot playbooks | HubSpot Help

Hub: Sales Difficulty: Easy Tier: Professional and Enterprise

Watch this video guide to learn how to use HubSpot Playbooks - a built in tool that enables you to digitally store tactics in your CRM, with approaches to help your team do their job better. Especially as your sales and service teams grow, you can use Playbooks to guide new starters and provide ongoing reference points for best practices.

In this video we’ll show you how to create a playbook, how to customise playbooks and how to set new properties or engagement types for each.

Be sure to check out our other HubFuel videos providing demo guides across the platform. If you’d like to know more about how we can help your business grow with HubSpot, visit our site: https://www.fuelius.com/platforms/hubspot-agency