How many playbooks have been sold to date

Makes playbooks almost unusable for calls that require follow-up on specific dates I've created hacks in the Playbooks by creating images showing the user how to update the dates in the record but they have to leave the Playbook to do it. We need to be able to use date properties to confirm things like: -Renewal Date custom property.

Playbooks can be very valuable in making sure the right info makes it to the right place, and team members only having to record that information from one place based on which "play" or process they're following.

Agreed, we are using a playbook for opportunity qualification and will need to use several date picker properties e. We also have a need for this. Playbooks help the client trigger what they want in the next step or when the next step should occur.

Ability to add dates and users is fairly essential for us too. It would change so much for us having this functionality. This is a must-have feature, it makes having Enterprise redundant as we would be better to use forms to capture this information.

The fact that this isn't currently possible and has been a recommended idea for years now - really points out weaknesses in Hubspots designs and functionality in not just playbooks but workflows and the overall sales process.

Playbooks are awesome. Who created them and thought "what a great feature to guide them in updating fields" and then also thought "but they wont want date fields"? Please make this happen. Salespeople live and die by dates, and not having date fields in a salesfocused tool is kind of odd to put it lightly.

We want to use a playbook to help our sales team get all relevent information for our demos that includes a start date and end date for when the product is actually being used. How is this not already available? Extremely frustrating. Are there any updates on this feature? Has it been added to a roadmap for an upcoming release? This is critical as any good meeting has follow-ups with a set date to have the item completed, as others have said - this is a real short-coming for Playbooks IMHO.

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HubSpot Blog Marketing, sales, agency, and customer success blog content. Customer Blog Examples of how real customers use HubSpot for their business. Use playbooks Last updated: May 18, Applies to:. Sales Hub Enterprise users without playbooks permissions can still view and use playbooks in the playbooks tool, and in contact, company, and deal records.

They will not have access to playbooks in ticket records. Service Hub Enterprise users without playbooks permissions can still view and use playbooks in the playbooks tool and on contact, company, and ticket records.

They will not have access to playbooks in deal records. Related content Partition your HubSpot assets Assets across HubSpot can be partitioned so that only the right teams and users can view and edit them. Sales Hub Enterprise. Service Hub Enterprise.