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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Manage Call Recording Settings How to configure call recording settings for every level Playbooks provides each company with the ability to configure company-wide settings that determine if a call should be recorded or not for both outbound and inbound calls. Because there may be instances when you want to disable...
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Manage Robots How do I create and use Robots in Playbooks? Playbooks Robots can enhance your Lead and Contact process flow in lots of ways. Before you begin creating your Robots, it is helpful to have a process map of your Lead and Contact flow. Review your process and consider...
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The Billing Portal Where can I manage my billing options, purchase additional licenses, and see my invoices? Access to the Billing Portal The Billing Portal is restricted to key account representatives referred to as the "Billing Admin". Most often these individuals are identified when the initial contract is signed with...
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Manage Custom Sorts How to create general rules to prioritize tasks for your organization Working through a list of tasks in the most efficient way is critical to reps as they go throughout their day. Playbooks enables reps to choose from a set of standard task sort options. Managers can...
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Manage People and Accounts How to add and manage prospect records in Playbooks Prioritizing Your Workflow See how easy it is to prioritize, sort, and complete tasks in Playbooks. Completing tasks isn't as important as completing the right tasks, and being able to quickly adjust your plan of attack. Adding Records...
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Manage Direct Inbound Numbers How to assign dedicated inbound phone numbers for agents using Playbooks Direct Inbound Numbers Agents can have a dedicated Direct Inbound Number (DIN) that automatically logs and records all inbound calls the rep receives ensuring they get credit for these critical sales and customer interactions. When...
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Manage Leaderboards How do I create, edit, and display Leaderboards? Competition drives results. Playbooks Leaderboards motivate your team by igniting competition among agents and showcasing top performers. Measure the most important metrics, increase urgency with PowerHour Leaderboards, and create your own custom key performance indicators. Note: Before managers and admins...
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Playbooks Rankings What does my Playbooks ranking mean? Understanding Your Ranking Sparking a friendly competition with your teammates increases your focus and motivates you to bring your “A” game to every call. Your Playbooks ranking gives you a snapshot of where you fall in line compared to your coworkers. Your...
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Pre-recorded Voicemails How to create and use Pre-recorded Voicemails Playbooks Pre-recorded Voicemail Messages enable you to conserve energy, leave perfect messages and maintain momentum. Record as many as you need for all different use cases. Send them with one click and get to the next call faster. Note: You must...
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