Seismic Integration How to Add Seismic Attachments to Playbooks Emails Many sales organizations struggle with reps sending outdated content in sales emails. With the new Playbooks and Seismic integration, users can now pull content directly from their Seismic content library and add the files to emails sent through Playbooks, ensuring...
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Highspot Integration How to Use Highspot in Playbooks Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform. What is Highspot Highspot gives...
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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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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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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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Email Feature Matrix What email features do you have based on your organization's email system set up The following table outlines what email features are available for users based on their company email setup. All email features are available for O365 users, including Playbooks Calendaring. Gmail users have access to...
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OneMob Integration How to Setup and Use OneMob in Playbooks OneMob integrates into Playbooks allowing you to record and send personalized videos to your prospects. Record videos straight from the OneMob feature in Playbooks or select a pre-made video to insert into your emails. While OneMob is integrated into Playbooks,...
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Introduction to Playbooks Mobile What is playbooks mobile and how to use it Playbooks Mobile provides all the main features of Playbooks directly on your phone. You can complete the same work you normally do from your computer – placing calls, sending emails, text messages, CRM logging, and more –...
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