Teams, Playbooks and Coaching
15 articles
- Create a team in diio in 3 minutes
- How to add or remove people from a team
- How to assign the Coordinator role to a team member
- How to delete a team
- What is a Type and how is it organized?
- What is a Category within a Type?
- How to choose the correct playbook for a conversation
- How to assign a playbook to a team
- How to change the playbook of an already analyzed conversation
- Best practices for keeping your playbooks sharp
- Tour of the playbook editor
- Create a new playbook from scratch in 10 minutes
- How to add, edit, and delete Fields in a playbook
- How to create a Specific Field that travels to the CRM
- How to assign the playbook to one or more teams