Hubspot playbooks create interactive content cards displayed in contact, company, deal, and ticket records. When speaking with prospects and customers, your team can reference these and create standardized notes.
Using a playbook over multiple calls, or multiple users:
Playbook answers populate to the company profile notes. If a playbook is filled out multiple times the answers will display multiple times, and only show the answers that were filled out.
If you want to fill out a playbook with another team member, or across multiple sessions you should
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Open the playbook and leave an answer for each question - even if the answer is TBD
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log the playbook as a call
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access the playbook in the overview tab or activities > calls
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edit the playbook to update your answers