Installation Changes Dynamics Solution Files This article shows you the additions made when installing the Playbooks solution files. Related Article: Playbooks Installation Steps Click this message to see the steps to Install Playbooks in your CRM Fields Installed NEW LEAD & CONTACT FIELDS Display Name Details Play Info Updated At...
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Data Access Controls How to Configure advanced CRM integration settings Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can now specify when the access user should be used to sync data and when the sales rep should be...
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Salesforce – Neuralytics Unmanaged Package This unmanaged package contains the fields for Neuralytics scores Neuralytics is a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simple insights and directives that...
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Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Other Configurations for Salesforce How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All Salesforce Admin Articles Next The Setup Wizard will prompt you to indicate what email service provider you use. Supported Email Platforms Playbooks Supports multiple email platforms. Select your service...
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Get a Playbooks Account Provisioned for Salesforce What information does XANT need to provision a Playbooks account Title 20% See All Salesforce Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Salesforce – Playbooks Integration User Why does Playbooks require an Integration User? Overview In addition to the Basic Users who use the Playbooks product everyday, Playbooks requires an Integration User (a.k.a. Service User, Access User) be setup to connect the CRM to the Playbooks Account in order to perform many...
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Using Click-to-Email How to send an email to a prospect outside of a Play Sometimes you will need to email a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) emails directly from your CRM. Enabling Click-to-Email will transform ordinary CRM email addresses...
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Using Click-to-Call How to call a prospect outside of a Play It is possible that you may need to call a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) calls directly from your CRM. Enabling Click-to-Call will transform ordinary CRM phone numbers...
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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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