Courses

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Introduction to Playbooks

New Playbooks users START HERE! Walk through setup and common workflows like making calls, sending emails, using Plays, and tapping into our Real Intelligence network. (90 mins)

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Play Maker

Learn all about creating Plays, Play strategy, and Robot automation to assist with Play and process flow. This course is perfect for new Playbooks Administrators, managers, and even users that will be creating Plays.

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Free

Playbooks Manager

If you are managing a team of Playbooks users you have a very important role. This course will discuss manager specific features in Playbooks that will help to keep your team motivated and productive.

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Playbooks + Salesforce Reporting

Ready to be a Playbooks reporting guru? This course will dive into what data is recorded in Salesforce and how teams can turn it into meaningful reports and dashboards. It is perfect for new Playbooks Administrators, Managers, Sales Operations, and Enablement teams.

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