Understanding Remote Environment Call Quality Navigating the Changing Landscape of Call Quality Issues for Remote and Mobile Users Our Commitment to Our Customers Playbooks has proven to be a valuable work-from-home and on-the-go platform for many customers, especially during the COVID-19 pandemic. The Playbooks platform has allowed teams to maintain...
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Purchasing Additional Licenses How to purchase additional Playbooks licenses Talk to your Customer Success Manger (CSM) if you need more licenses. An order form will be generated and sent to your billing administrator/purchasing department to review and sign via Docusign. Your CSM is here to help you with all your...
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Introduction to Playbooks SMS How to setup and send SMS in Playbooks SMS is a powerful way to reach customers. Playbooks allows you to send SMS in a few easy steps. In order to send SMS, you must have an SMS enabled Direct Inbound Number (DIN) assigned to your account....
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Call Path Elements How Call Path elements are Configured Element Details Below are the available elements that can be added to a Call Path. When you click the vertical ellipses on each element, you get the ability to edit and/or delete it. Clicking edit is how you configure each element....
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Default Inbound Call Paths How Default Inbound Call Paths Work Playbooks comes with two Inbound Call Paths already created: Default and Direct Inbound Calls. These paths always route the call to the last rep to contact the caller with some minor differences in how they work. Default Call Path The...
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Sendoso Integration How to Setup and Use Sendoso in Playbooks Sendoso integrates into Playbooks allowing you to send personalized gifts, branded swag, and eGifts to your prospects without leaving the platform. Use Sendoso to stand out to potential customers. By using the Sendoso feature, you can send packages anytime in...
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OneMob Integration How to Setup and Use OneMob in Playbooks OneMob integrates into Playbooks allowing you to record and send personalized videos to your prospects. Record videos straight from the OneMob feature in Playbooks or select a pre-made video to insert into your emails. While OneMob is integrated into Playbooks,...
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Introduction to Playbooks Mobile What is playbooks mobile and how to use it Playbooks Mobile provides all the main features of Playbooks directly on your phone. You can complete the same work you normally do from your computer – placing calls, sending emails, text messages, CRM logging, and more –...
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Orphaned Phone Call Tasks How Orphaned tasks are created, prevented, and adopted Using the Place a Call feature from the Playbooks menu to type out a phone number creates a phone call that will not link back to a specific record. Neither Playbooks nor your CRM will be able to...
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Introduction to Playbooks Reports How to Access Insightful In-App Reporting Within the Playbooks Manager App, managers and Playbooks administrators have exclusive access to the Playbooks Reports tab. Reports can be generated isolating the Playbooks activities a team or individual has completed and which Plays and Play Steps generate the most...
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