Sales Playbook

The Leads table stores detailed information about each lead, including their name, status, company, email, mobile, phone, assigned sales representative, and the playbook they are associated with. It also tracks the available steps for each lead, which helps in monitoring their progress through the sales funnel. This table is essential for keeping track of potential customers and ensuring they are followed up with appropriately.

The Lead Steps table provides a detailed record of each step a lead goes through. It includes information about the lead, the step they are on, the step's name and day, action type, subject, body, script, due date, and completion status. This table is crucial for ensuring that each lead is nurtured through a consistent sales process, with specific actions taken at the right times.

The Playbooks table defines the structure of the sales playbooks. It includes the playbook name, number of steps, duration in days, and the number of leads associated with each playbook. This table helps in designing and managing different sales strategies, ensuring that each lead is approached in a systematic and organized manner.

The Playbook Steps table details the individual steps within each playbook. It includes the playbook name, day of the step, action type, name, waiting period from the previous step, index, subject, body, and script. This table is essential for defining the sequence of actions to be taken for each lead, ensuring a consistent and well-planned sales approach.

Overall, the "Sales Playbook" database provides a structured and efficient way to manage leads, track their progress, and execute sales strategies systematically, helping sales teams to achieve better results and higher conversion rates.