Required Users for Dynamics Setup Details about the Playbooks Administrator, Microsoft Global Admin, and Non-Interactive User During the provisioning and setup process the following Dynamics/O365 users are required. Required Dynamics/O365 Users Playbooks Administrator (The user who will be the primary owner to control the settings of the XANT platform) Office365...
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Troubleshooting Error Message: Remoting Request invalid for your session Why am I seeing an error when saving my call log? What does 'Remoting request invalid for your session' mean? An error message can occur when a Salesforce page has expired and invalidated a session token. Below are some potential causes...
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This content is for Contributor Users.
This content is for Contributor Users.
This content is for Contributor Users.
Email Snippets What are email snippets and how are they used? One of the most important things reps can do to get their emails noticed is by customizing the emails they send – truly making them their own. To customize email templates, reps have often saved common phrases or snippets...
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Self Service Calendaring How do I add a calendar link to an email? How can my prospects schedule a meeting with me? The dream for every sales rep is to open their calendar each morning to find their calendar already filled with appointments from interested prospects or customers. With self-service...
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Add a New User How do I add a new user to InsideSales.com? Follow these steps to add a new PowerDialer user. Salesforce Field Updates Before adding the user to InsideSales.com PowerDialer, make sure to update the following information on their Salesforce record. Salesforce Settings: Add 10 digit station phone...
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