Overview
Playmaker captures the selected client's strategy and materials. Both client and staff viewers keep Platform navigation, while staff can enter a reversible focused presentation view for kickoffs. A client who opens a Playmaker outside their account is prompted to log in with the connected work email. Pasted rich content is cleaned into the editor's readable formatting, and Reformat can apply that same cleanup to an existing field while intentional toolbar formatting remains available.
How to use this page
Work in the selected client's Playmaker
Choose a client and complete or review the strategy sections. Client Materials is explicitly scoped to this rendered deal.
Paste content cleanly
Paste source material into a rich text field when needed. SalesHive normalizes imported document-specific fonts, colors, headings, and bold styling at paste time, while keeping existing saved content and formatting you intentionally apply with the editor controls.
Reformat an existing rich text field
Select Reformat in that field's toolbar to apply Playmaker's standard readable styling to its current content. It saves through the field's normal auto-save boundary only when the cleanup changes the content.
Use presentation mode for a staff-led kickoff
Staff can enter the focused presentation view when they need a cleaner kickoff experience. It is reversible, so leaving the mode restores normal Platform navigation.
Keep navigation while working
Both client and staff viewers retain the shared Platform navigation while using Playmaker. Only staff can temporarily hide it with presentation mode during a kickoff.
Log in with the connected client account
If a client opens a Playmaker that is not available to their current account, select Log in and use the work email connected to the client account. SalesHive returns the client to that same Playmaker after login.
Add client materials
From Overview, upload supported files or add links. The embedded materials library stays tied to this Playmaker deal for reading and changes.
What the buttons do
- Rich text editor
- Accepts pasted content and keeps the editor's readable formatting, while editor controls remain available for intentional formatting.
- Reformat
- Applies Playmaker's standard readable styling to the current rich text field and saves it only when the content changes.
- Presentation mode
- Staff-only control for a reversible focused Playmaker view during a client kickoff.
- Exit presentation mode
- Restores the regular staff workspace navigation.
- Log in
- Opens the client-account sign-in flow when the current client account cannot view this Playmaker.
- Copy Share Link
- Copies the appropriate Playmaker link for the selected client.
- Add link / Choose File
- Adds client materials to the Playmaker deal's shared library.