How to Add Playbook Cards

Playbooks bring your expertise and sales playbooks to life on the sales floor, all in real-time and at scale.

Here's how:

1. Click on the Enablement folder icon then "Playbooks"

2. Click on "+ Add a card" at the top.

   • If you don't see this as an option, reach out to us and we can make you a playbook curator.

3. Optional: Add a category to help organize all of your playbook cards.

4. Choose your keyword signals.

   • Add in keywords separated by the ‘Enter’ key. There’s no limit to how many keyword signals you choose.

5. Optional: Include a stage signal by choosing to decide when in the sales cycle your card can pop up.

   • If you leave this signal blank, it will trigger across all stages.

6. Optional: Include a role signal.

   • This is based on your team's Salesforce role assignment.

7. Give your card a title.

8. Write your talking points.

   • Use bullets and numbered lists for the most impactful content.

9. Toggle the card to "Published".

Test it out and make a playbook card and type your keyword into a note and watch the magic happen ✨

Explore more tips for creating more actionable sales playbooks with Dooly.