Category Uncategorized

New letter template feature

PlaybookIQ now offers letter templates.  Letter templates are created just like an email template.  Under the template tab in your account, choose create a new template.  In addition to name fields, you can now add in address and date fields.  After composing the letter, you’ll be given the choice to create the template as a letter (pdf) or email. […]

Free Subscription for Veterans

In honor of our United States veterans, we’re offering a free solo subscription to PlaybookIQ to any United States service member, active or inactive.  Please visit our site at http://www.playbookiq.com.  If our service can help your business, contact us at support@playbookiq.com to set up your free account.  Thank you for your service! *Number of subscriptions […]

Bulk deleting contacts

PlaybookIQ offers several ways to affect multiple contacts at once, saving time in managing contacts.  These include adding and deleting tags, adding a task, assigning a playbook, and managing steps within a playbook.  Now users can also bulk delete contacts. For example, a group of contacts imported from a purchased list have completed all steps […]

New Import Feature

PlaybookIQ now offers bulk marking of contacts private at import.  When mapping fields for import, users can choose to mark imported contacts private. Marking contacts private will allow only the user importing the contacts and the administrator to view the contact and associated information.

Easy tracking of comments and history

With PlaybookIQ, all actions completed and comments written are recorded for perpetuity in the History and Comments section of a contact.  Users can now easily review comments only with our color and icon differentiated entries. When the contact full history is shown, user generated comments are now preceded by a balloon and appear in black […]

CRM Import Help – Improved in PlaybookIQ

CRM import can be at once one of the simplest tasks and yet also one of the most rife for errors.  Contact data is relatively simple.  There are some basic fields for all contacts that most all CRM products support (name, address, email, phone, etc.).  There are contact information standards such as vcard that can […]

PlaybookIQ increases custom contact fields

PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account.  Custom contact fields allow users to capture contact information specific to their business or industry. Setting up custom fields is easy in PlaybookIQ.  Under the Admin link in each account is a Custom Fields option.  Simply click “edit”, input the desired fields, and save. […]