Title 60% Back See All Robots Articles Next Robot Actions and Testing How Robots Automate tasks in your Playbooks and CRM Robot Actions are the driving force behind Robots as the automate steps in Playbooks and your CRM. Each Robot can perform up to five actions. Since Robots can increase...
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Quick Start Guide How do I get started quickly with Playbooks? Create New Teams and Users The first step in the process is to create a team with your desired user groups, including yourself. Teams allow you to add users and control app permissions and sharing rules. Watch this video...
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Working Remotely With Playbooks Work Location Flexibility for Reps Providing flexible solutions for reps is critical to keep business running, especially when you consider the current COVID-19 pandemic. In response to contingency plans for a remote workforce, the following information can help Playbooks users to update personal settings and take...
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Buyer Hints (BETA) How to use Buyer Hints (Beta) to supercharge your customer engagement Sellers want to target and reach out to buyers in the most effective way to move them through the sales funnel. However, sellers spend too much time on prospects that don't have the right level of...
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Countries Not Supported On The XANT Platform Certain countries are not supported to call on the XANT platform. If you attempt to make a call to one of these countries, you'll receive an error message. Country List Phone calls into the following countries are not supported. Common Name Country Code...
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Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your...
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Progress 7% Getting Started Progress Next Article Getting Started with Playbooks How do I adjust the basic settings for Playbooks so I’m ready to use it? What is Playbooks? Playbooks is a cadence management tool that helps you to focus on the most important opportunities first. Its cutting edge collective...
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Calling Territory Arrange countries by the frequency of calls you'll be making into them. This helps to detect time zones and format phone numbers correctly The Calling Territory setting is a useful tool when using the CRM Click-to-Call with Playbooks. Playbooks requires phone numbers to be in e.164 format and will manipulate...
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Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Install the Unmanaged Package in Salesforce Step by step guide to install the Unmanaged Package Title 40% Back See All Salesforce Admin Articles Next Every action completed in Playbooks creates important data that can be used to track the effectiveness of your current sales motion. Your CRM must have the...
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