Add additional criteria to Playbooks

Remember when we introduced Playbooks? 

Now they are even better. We have now added new functionality that allows you to get deeper. You can make your sales process and prospecting campaigns even more dynamic by adding AND OR criteria options.

As we all know, Playbooks  have plenty of benefits. They enable you to change your sales process and prospect campaigns based on a specified information relevant to your business needs. Playbooks allow you to carve out a set of steps in the event a specific scenario happening in your sales process that impacts how you move forward.

Here's a simple Playbook example

HIDE/SHOW AN ADDITIONAL STEP IF
Competitor is "ArchRival Ltd."
AND
Value is greater $10,000
OR
Budget Scorecard is greater than 8/10

Now you can use more than one criteria and  you can add additional criteria OR trump a set of established criteria if something specific happens. For a step by step guide on this please visit our help center article titled Playbooks.

Also spoiler alert- you can also use these additional criteria fields across rules you create and use throughout your processes. Learn more about how this works in Process Rules.