Overview

You might be wondering is it possible to upload a list of records to add multiple people to Playbooks at once.

Information

You can mass import records from Salesforce or Dynamics directly from a report or a contact list or use Robots.

Adding a Record to Playbooks from a Report/List:

1. Open the report/list you want to add records from.
2. Select the checkboxes next to the people you want to add to Playbooks.
   -OR-
   Click the checkbox at the top of the list to select all.
3. Click the yellow Add X to Playbooks where X is the number of records selected.

Be aware that if you change the report/list, the records included will also change and potentially shift records to other pages. Playbooks only recognizes the records selected on the visible page.