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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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 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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Bounce Prevention What is Bounce Prevention Overview You may have seen or experienced an email bounce yourself. If so, you know how frustrating it can be to have to repeat the action after finding the correct email. You are not alone; more than 5-10% of all emails sent by agents...
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Data Append Leverage XANT Buyer Intelligence to Update CRM Data Overview When you are missing a prospect's phone number or email address, it can be a hassle to search for the correct information and manually update the contact information in your CRM. Data Append automatically searches for the correct information,...
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