How to Chat with Support How to open a chat conversation with support Playbooks has made it easier than ever to get in touch with a technical support engineer by including a chat feature directly in the Playbooks Chrome extension. If you ever run into trouble, we’re never more than...
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Playbooks Requirements What are the requirements to use Playbooks? This article describes the basic infrastructure requirements needed in order to implement Playbooks. CRM Requirements Playbooks only supports standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities. Any other standard or custom objects/entities within the CRM cannot be enrolled in plays...
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Playbooks Manager Access I’m a manager or administrator. Where do I go to run Playbooks operations? From the Playbooks Manager Application, you are able to adjust application settings, manage employees and gain valuable insights. If you are a manager or administrator, navigate to the Playbooks Manager Application by going to...
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Installing and Updating the Playbooks Chrome Extension How to download and install the Playbooks Chrome extension The Playbooks Chrome extension enables you to leverage the most important information within your CRM and create workflow cadences to increase your efficiency. Installing the extension is the first step toward simplifying your prospecting...
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Managing the Playbooks Chrome Extension How to open or close, resize, and move the Playbooks extension Playbooks operates in its own Google Chrome window. It behaves like a normal window and is only opened or closed, resized, and moved when that specific window is selected. Opening Playbooks Playbooks opens in...
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Logging in to Playbooks How to log in to the Playbooks Chrome extension Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. If this isn't an option your organization has, you can also log in with your...
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Navigating the Playbooks Chrome Extension How to navigate the main workspaces in Playbooks When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks...
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Adding Your Power Anthem How to play your sound when you take over the Leaderboard Adding Your Power Anthem Every time you advance to the number one position of a Leaderboard, you can play a few seconds of your favorite song or turn heads with a catchy sound effect. It’s...
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Play Management How to create, modify, and share plays Plays enable you to build strategic cadences that help you connect with your highest quality opportunities first. With plays, you can architect sales motions that have a distinct purpose. Plays track the progress of each prospect along a cadence cycle and...
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