How do I use Playbooks?

Playbooks for Teams and Sales allows you to create personalized guides for a variety of communication scenarios.

Check out our article "How do I create a Playbook?" to learn more about the Playbook builder and creation process.

NOTE: The full Playbooks feature is only available for subscription holders. Crystal Premium users have access to Sales Playbooks only. Crystal Business users have access to both Sales and Teams Playbooks. If you are interested in adding a subscription to your account, just head to our Upgrades page here.