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Contacts 

What are contacts?

Contacts can include leads, prospects, opportunities, customers - anyone you have contact with through your business. Find out more here.


What can I do with a contacts?

On the contact's screen, you can:
  • assign the contact to a playbook
  • create tasks
  • add comments
  • add tags
  • view contact history. 
How do I assign a contact a playbook?

On the contact's screen, click the "assign" link next to the Playbook heading. Choose a playbook from the drop down menu or create a new playbook. Click Assign Playbook.

What happens when I assign a contact to a playbook?

When a contact is assigned to a playbook, the playbook name is displayed at the Playbook heading, along with the first step due. Steps can be marked completed or can be rescheduled or skipped. As steps are completed or skipped, the next step in the playbook is listed until the contact has completed the playbook.  A contact can be assigned to only one playbook.  The playbook can be changed at any time and once a playbook has been completed, another playbook can be assigned.

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