Add to it
- Pick a tab and click Add New.
- For a script: enter a Title, pick a Category and write the Content. Click a variable chip to drop in things like the customer's name. Add Tags and click Create Script.
- For an objection: enter the Objection Text, the Category, your Response Text and how well it works (Effectiveness Rating (1-5)), then click Create Response.
- For a tip: enter a Title, Category, Difficulty Level and the Content, then click Create Tip.
Use the star to mark favourites, and the buttons on each item to copy, edit or delete it. On Materials, click Add Material to keep brochures, spec sheets or training files, and Ask Wrapstart AI about this material to ask questions about one.
Each person's Playbook is their own: what you add isn't shared with the rest of your team.
To drop a script or answer into a conversation, see Using the Playbook in messages.
Common questions
#### How do I know when film is running low?
Set a Reorder Point on the item. When the count reaches it, the item is marked Low Stock and shows on the Low Stock widget on Home.
#### When does material come off my stock?
When the job is marked complete, from its Materials tab. Products come off when their invoice is marked Paid.
#### Does selling on the Marketplace change my inventory?
No. Adjust the item yourself with Adjust Stock.
#### Can I edit a PDF after it's been signed?
No. Signed copies are kept as they are. You can still edit and send the original again.
#### Can I record video from my cameras?
No. Cameras shows a picture that refreshes every few seconds. Use your camera or NVR's own app for recordings.
#### Can my customers see my files?
Only files in the Client Portal folder and files you share to their own portal with Send to Customer.