Assisted Playbook

Assisted Playbook in YoroCRM is a feature that allows users to automate and streamline their sales process by providing them with a set of pre-defined actions

Create custom plays that align with
the specific sales process

The Assisted Playbook feature can be used to guide users through the sales process, help them stay on track and ensure that nothing is missed. Additionally, it can also provide managers with insights into how their team is progressing through the sales process, by giving them a bird-eye view of the pipeline.