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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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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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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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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Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your...
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Progress 7% Getting Started Progress Next Article Getting Started with Playbooks How do I adjust the basic settings for Playbooks so I’m ready to use it? What is Playbooks? Playbooks is a cadence management tool that helps you to focus on the most important opportunities first. Its cutting edge collective...
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Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Install the Unmanaged Package in Salesforce Step by step guide to install the Unmanaged Package Title 40% Back See All Salesforce Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. Your CRM must have the...
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