Inbound Availability How to set inbound call availability and accept an Inbound call Understanding the Inbound Availability Status Your Inbound Availability status is indicated by the headset logo in the Info Bar at the top of Playbooks. The headset will be green when you are available and red with a...
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Track & Sync How to track and record emails sent outside of Playbooks Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. But emails sent from...
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Manage Permission Groups How do I create Playbooks permission groups and assign them to users? Creating Custom Permission Groups Administrators have the ability to restrict what features are available for reps. For example, if an administrator wanted to restrict which reps can create Plays, they can alter the permission group...
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Manage Call Dispositions How to create and manage call disposition sets for your organization When a rep makes a call, they are prompted to enter notes about the call and choose a call result. There may be other pieces of information reps need to collect on each call depending on...
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Manage Teams and Users How to create teams and manage users in Playbooks Playbooks simplifies employee management with the convenience of Playbooks Teams. Add new users to Playbooks or make structural changes based on your organization’s needs. Team Settings and Configuration Some settings are best configured for an entire team...
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Inbound Call Paths How to create and manage inbound call paths for your Playbooks organization Inbound Call Paths Ensuring prospects have a smooth experience when calling into the sales team is important to both the sales team and the caller. Drag-and-drop Inbound Call Paths enables Playbooks Administrators to configure the...
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Vidyard GoVideo Integration Set up and use your Vidyard Govideo Integration Vidyard GoVideo integrates seamlessly with Playbooks and enables you to produce personalized videos to captivate your prospects. Create new videos directly through Vidyard GoVideo or simply upload an existing video. Store and manage all your videos from your Vidyard...
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Email Notifications How to track prospect interaction with your emails Email Notifications inform you when prospects engage with your emails. Gain real-time insights when your prospects open or forward emails, click links or download attachments. Gage the reception and interest of your proposition before you make a call. This article...
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Email Enhancement Options How to customize and add attachments to email messages Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables to customize emails for your target audience. Using the Text...
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Merge Fields & Placeholders How to Use Merge Fields and Placeholders Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically inserts specific record information into emails and cue cards. Or build email...
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