Getting Started with Playbooks How to use Playbooks to enhance your sales Engagement Title 20% See All New User Articles Next What is Playbooks? Playbooks is a sales engagement tool that helps you to focus on the most important records or opportunities first. Its cutting-edge collective data stacks your pipeline...
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Playbooks Application Setup Download the Playbooks extension to boost your productivity Title 40% Back See All New User Articles Next Installing the Playbooks Chrome Extension Installing the Playbooks extension is the first step toward simplifying your prospecting strategy. Visit the Chrome Web Store to add the Playbooks Chrome extension to...
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Playbooks Personal Settings How to set up Playbooks with your personal settings Title 60% Back See All New User Articles Next Once you have installed Playbooks, you’ll need to connect it with your phone and email. These sections walk you through making the necessary connections to operate directly from Playbooks....
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Agent Phone Setup How to Configure Playbooks to Work with your Phone Playbooks works with your phone to provide you with seamless functionality. You’ll have access to all of Playbooks information and tools while engaging your prospects on the phone. Adding or Editing Your Agent Number Playbooks enables you to...
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Changing The CRM View How to Make Your CRM Navigate with Playbooks Playbooks allows you to switch through many different records quickly. If you enable the Change CRM View setting, your CRM will navigate along with Playbooks to whatever record you have open. This prevents you from having to switch...
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Robots Cross Object Filtering How to use Cross Object Filtering to get more Precise Robot Results Cross object filtering is when multiple objects are used to qualify a record for a Robot. Cross object filtering refines your Robot filtering further than the conventional singular filtering criteria. Normally when a Robot...
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Email Feature Matrix What email features do you have based on your organization's email system set up The following table outlines what email features are available for users based on their company email setup. All email features are available for O365 users, including Playbooks Calendaring. Gmail users have access to...
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Start Using Plays How to use Plays and Tasks to increase productivity Title 80% Back See All New User Articles Next Plays and Tasks are the backbone of Playbooks functionality. This article provides a start-to-finish overview of how Play and Tasks work in Playbooks. Each Play is made up of...
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XANT University Registration, Use, and Support How to Register and Use a XANT University Account XANT University hosts self-learning courses to help new Playbooks users, managers, and administrators. Get a deep understanding of topics that range from how to use Playbooks to advanced automation setup and strategy. Keep track of...
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New User Next Step What's next after you get Playbooks setup Title 100% Back See All New User Articles Playbooks has a wide range of features built to increase your sales motion’s versatility and usability. While working through your daily process, continue exploring these Power User features: Email Enhancement Options...
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