Salesforce Reports: Priority Score Reports What Does Priority Score do for You XANT has the ability to create custom Priority Scoring Models which apply a score between 0-100 to a Lead record to indicate either its likelihood to convert or the likelihood to be contacted. For reporting purposes, it is...
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Salesforce Reports: Inbound Call Reports How Effective is your Inbound Call Strategy Inbound fields and reports are included in the third unmanaged package. If a customer tracks inbound as well as outbound calls, these reports will help to report on things like call volume, wait time, call paths and outcomes....
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Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the platform. Establishing the Agent Leg connection is fast and should happen automatically when you dial a call, however there are...
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Adding Records to Playbooks How to add records to Playbooks from your CRM Before you can begin completing tasks in Playbooks with prospects from your CRM, you need to be able to add those records to Playbooks. Adding records is simple. Once you have added records to Playbooks, you’ll be...
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Play and Task Management How to Use Plays in Playbooks and Manage Your Daily Tasks A Play is a sequence of contact attempts that help you progress through a sales motion in a systematic way. Each Play is made up of Play Steps, also known as Tasks, that direct you...
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Connect to Your CRM How to Connect Playbooks to Your CRM Connecting to Salesforce The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. To update information for all your prospects instantly, a link between Salesforce and Playbooks must be established. Only Salesforce...
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Managing People and Account Records How to edit and manage prospect records in Playbooks Records can be updated in Playbooks in multiple ways. You can make changes to a record and sync those changes back to your CRM or you can make changes in your CRM and push those records...
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Agent Email Setup How to set up Playbooks to work with your existing email Playbooks works seamlessly with your existing email service provider so you can send emails critical to your cadence strategy, get email interaction notifications, use email templates, and other advanced email features. Plus, Playbooks will sync your...
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Getting Started with Playbooks How to use Playbooks to enhance your sales Engagement Title 20% See All New User Articles Next What is Playbooks? Playbooks is a sales engagement tool that helps you to focus on the most important records or opportunities first. Its cutting-edge collective data stacks your pipeline...
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Playbooks Application Setup Download the Playbooks extension to boost your productivity Title 40% Back See All New User Articles Next Installing the Playbooks Chrome Extension Installing the Playbooks extension is the first step toward simplifying your prospecting strategy. Visit the Chrome Web Store to add the Playbooks Chrome extension to...
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