{"id":730,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-playbooks\/"},"modified":"2026-10-12T15:08:41","modified_gmt":"2026-10-12T20:08:41","slug":"crm-playbooks","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-playbooks\/","title":{"rendered":"Install a playbook"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>Playbooks are ready made cadences you install whole: New Lead, New Appointment, Expired and cancelled, For sale by owner, and Sphere and past clients. Each one installs a sequence, and some also bring the automations that start it.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Playbooks<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Read a playbook&#8217;s card: what it is for, how many touches over how long, and what it does not do.<\/li>\n<li>Press <strong>Read all touches<\/strong> to see every step and rule.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-playbooks-1.webp?v=1791835720\" alt=\"Read all touches, then Install\" width=\"1440\" loading=\"lazy\" \/><figcaption>Read all touches, then Install<\/figcaption><\/figure>\n<\/li>\n<li>Press <strong>Install<\/strong>.<\/li>\n<li>Press <strong>Open in Sequences<\/strong> to rewrite the wording in your own voice.<\/li>\n<li>To use it, put contacts into the sequence, or switch on the automations it brought.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>The sequence arrives switched on but touches nobody until you put somebody in.<\/li>\n<li>Any automations arrive switched off so you can read them first.<\/li>\n<li>Once installed, it is an ordinary sequence and ordinary rules. To remove it, delete the sequence in Sequences.<\/li>\n<li>Email steps send on their own once email sending is set up. Calls and texts land as tasks on whoever enrolled the contact.<\/li>\n<li>Only owners and managers can install playbooks.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Playbooks are ready made cadences you install whole: New Lead, New Appointment, Expired and cancelled, For sale by owner, and Sphere and past clients. Each one installs a sequence, and some also bring the automations that start it.<\/p>\n","protected":false},"featured_media":1995,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/playbooks","_rd_doc_source_id":"crm-playbooks","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Playbooks are ready made cadences you install whole: New Lead, New Appointment, Expired and cancelled, For sale by owner, and Sphere and past clients. Each one installs a sequence, and some also bring the automations that start it.","footnotes":""},"rd_doc_category":[19],"class_list":["post-730","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/730","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/730\/revisions"}],"predecessor-version":[{"id":1996,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/730\/revisions\/1996"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1995"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=730"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}