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1 minute readFixed

Sales playbook is saved

Settings, Sales playbook now keeps your ideal customer profile, value propositions, pricing guardrails and commercial terms for the workspace. They used to disappear when you left the page.

Settings, Sales playbook in dark mode with a saved industry, pricing model, discount policy and payment terms

Everything on Settings, Sales playbook used to live only on the open page: nothing loaded, and every field vanished on reload.

  • The playbook is saved for the workspace, so everyone on your team sees the same one.
  • Save says whether it worked; if it did not, the form stays open with your edits and the reason.
  • Only workspace owners and admins can change it.
  • Template clears the form to start over, and Cancel brings back what was saved.
  • The page no longer says the playbook drives agent pricing. It is saved for your team and agents to reference; prices and discounts are not set from it automatically.