Add Playbooks Fields to Salesforce Page Layouts & List Views How to customize Salesforce views to include Playbooks fields The Playbooks platform includes a set of Lead, Contact, Account, Opportunity, and Activity fields that if created in your Salesforce org will populate with sales interaction data as your users complete...
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AI Prioritization How AI Prioritization works and how to use it Prioritize your daily sales tasks by the accounts, people, and opportunities most likely to lead to accelerated revenue growth. These predictions enrich CRM data with Buyer Intelligence to determine customer behavior. Priority Scoring helps you create the best strategy...
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Powerstandings – Team Setup How to Setup a Team in PowerStandings to take advantage of Challenges and Leaderboards. PowerStandings Teams allow reps to be meaningfully grouped together for comparisons and competitions. Teams improve manager visibility, while also providing reps with a better insight into their performance – both on their...
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Step Up Your Game With Plays How to enroll records into Plays and call them Enrolling a Record Without cadences, your CRM is just a contact list. Maximize your efforts by enrolling your leads into Plays. To Enroll a Record into Playbooks Find the record in your CRM. Click the...
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Configuring PowerStandings – An Introduction What needs to be done to setup PowerStandings? PowerStandings is a powerful gamification platform that gives you the power to motivate your agents by bringing out their competitive edge. This article covers various aspects on how to get your PowerStandings setup and running in Salesforce....
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Add “Create List” and “Manage List” Buttons to Layout How and Why you should add the "Create List" and "Manage List" buttons to a list view layout to create one-time use (Domino) lists? A PowerDialer Domino List can be created based on selected values from a list view in Salesforce...
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Sending an Automatic Email Schedule an email to auto-send in the future rather than sending it now Instead of sending an email immediately, schedule the email to be automatically sent by Playbooks at a later time. In some circumstances, it is beneficial to delay an email; you can have Playbooks...
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Adding Lead Provider Integration https://playbookshelp.wpengine.com/wp-content/uploads/2019/08/Adding-Lead-Provider-Integration.mp4
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Manage Call Monitoring How to monitor agent calls remotely or from the office The Call Monitoring feature within Playbooks is an awesome tool for managers and coaches to help develop reps and drive team performance. The Listening feature within Call Monitoring, for example, is a great way to understand more...
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Accessing Call Recordings How to access my call recordings If call recordings are enabled for your organization, you will have access to all your call recordings from CRM records or reports. Keep in mind that there are several ways call recordings can be configured for your organization. Each company can...
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