Filtering by Profile When filtering by Profile for a Report or sending Notifications, all Profiles will be listed in Alphabetical…

Templates Console To build: Navigate to the Templates console and click the button at the top of the page; “Add…

Resource Drawer Folders Administrators and Playbook Owners can now group Resource files in the Resource Drawer via folders. When in…

New Reports – All Content & Edit Tracking In an effort to make the names of reports a bit more…

Conversation Planning Across Playbooks Those who have the Conversation Builder feature turned on for their playbooks will be able to…

Page Template Editor In the Templates console, you can edit any of your saved, custom page templates or create new…

Translation Feature – Draft Content Indicator When editing playbook content that is in draft mode within the Translation Feature, a…

SFDC Permission Group & Hierarchy Mapping Those integrated with Salesforce and using Permission Groups can have Custom Fields mapped over…

New Content Type: GIFs   If you’d like to learn more about any of these new features please don’t hesitate…

Playbook Folders: Filters & Descriptions Playbook folders are now available for all users to filter by via the drop down…