How to create a knowledge Base?

Step guide on how to create a knowledge base

Steps to Create a Playbook in HubSpot

Note: Playbooks are only available in HubSpot's Sales Hub Enterprise and Service Hub Enterprise plans.

1. Navigate to the Playbooks Tool

1. Log in to your HubSpot account.
2. Click on the Settings ⚙️ icon in the top-right corner.
3. In the left sidebar, navigate to Objects > Playbooks.

2. Create a New Playbook

1. Click the Create playbook button.
2. Choose a playbook template or start from scratch.

3. Configure the Playbook

• Title: Give your playbook a clear, descriptive name.
• Content: Use text, bullet points, and sections to outline key talking points.
• Questions & Answers: Add interactive fields where reps can fill in responses.
• Embedded Properties: Link HubSpot CRM properties to update automatically as the playbook is used.
• Call Scripts & Checklists: Include scripts or checklists for consistency.

4. Set Up Automation (Optional)

• Use workflows to trigger actions when a playbook is used (e.g., log a call, create a task, update deal stages).

5. Assign Playbooks to Teams

• Use the Permissions settings to ensure the right teams can access the playbook.

6. Save & Publish

• Click Save or Publish to make the playbook live.

Using the Playbook

• When interacting with a contact, company, or deal record, go to the Playbooks section.
• Select a playbook, fill in the fields, and save the responses.