Create an Introduction for your Playbook

Playbook Introduction

You can now publish an introduction to a Playbook. All General content is displayed in the introduction Content column. There is a Description section where you can embed videos, slide decks, text, etc as per the text edit features.

These new features mean that you can introduce the user to the Playbook. Some key concepts to cover will typically include “Ideal Customer Profile,” “Buyer Personas,” product information, company backstory, etc.

General Content

You can now set content as being “general” – this means that the content is not allocated to a specific step in the Playbook. General content always appears as allocated to the Playbook introduction. It is also searchable in all Content views: Kanban, Card, and List view.

SalesGRID General Content

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