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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Robots Cross Object Filtering How to use Cross Object Filtering to get more Precise Robot Results Cross object filtering is when multiple objects are used to qualify a record for a Robot. Cross object filtering refines your Robot filtering further than the conventional singular filtering criteria. Normally when a Robot...
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Title 100% Back See All Robots Articles Robot Examples What are some common robots to get your started To illustrate how to refine the amount of records actioned, here are some examples of ways to narrow down Filtering Criteria within a Robot. Attention: Examples in this article are intended to...
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Title 80% Back See All Robot Articles Next Robot Strategy How to manage multiple robots Before creating your own Robots, it is important to map out your Play and Robot process. Start by identifying the following areas: Evaluation points and qualification criteria to prioritize the best records When records will...
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Title 40% Back See All Robots Articles Next Robot Filtering How to set Robot Filtering Criteria The Robot Filter Criteria identifies the records each Robot will action. This is very important because if you don’t filter enough, you could flood the user’s Playbooks with more records than they could possibly...
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Title 20% See All Robots Articles Next Introduction to Robots How robots enhance Playbooks and interact with your CRM Robots are powerful tools that help Playbooks users, managers, and administrators automate common administrative tasks in Playbooks and your CRM. Robots interact with your CRM to search for records that meet...
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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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