Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Threaded Emails When to Send Threaded Emails as Your Email Reply Sending emails from Playbooks is simple especially when it’s a Play Step. But what happens when you receive a reply from a customer or are on a second email step in the same Play and want to refer to...
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Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Premium or Shared Rate Phone Numbers How to Identify you are dialing a premium rate or shared rate number If you've had issues attempting to dial certain numbers (especially in the EU), there could be a few reasons why the dial is not going through. First, determine if the issue...
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Manage Shared and Personal Records Navigating Team and Individual records and tasks Sales teams often have a need to navigate through different buckets of records and tasks based on ownership and urgency. Some records do not need to be actioned by a specific rep. Think of those low priority, nurture...
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Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business. It involves the following motions: Gather data (sometimes from many sources) Analyze and verify data with management, end users, operation,...
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Salesforce Reporting Best Practices What to consider and things to avoid while creating reports There are many reports you can run that combine Playbooks and CRM data and many ways to interpret the data presented in those reports. But before you make changes to your sales process based on this...
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Salesforce – Playbooks Fields & Reporting Unmanaged Packages What is included in the Playbooks Fields & Reports Unmanaged Packages Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. In order to be able to create reports in your...
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Salesforce Reporting – Overview An Introduction to Salesforce Reporting in Playbooks Your CRM houses data from both your company’s internal data and the activities your users complete in Playbooks. The data generated by completing tasks in Playbooks weaves in with your CRM data to create a comprehensive reporting experience. You...
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Playbooks Fields & Access Levels Download Excel File This spread sheet contains all the pertinent information for every available Playbooks field used in reporting and a breakdown of each unmanaged package including the download links. The Overview tab summarizes the number of included Object fields for each unmanaged package so...
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