Salesforce – Playbooks Integration User Why does Playbooks require an Integration User? Overview In addition to the Basic Users who use the Playbooks product everyday, Playbooks requires an Integration User (a.k.a. Service User, Access User) be setup to connect the CRM to the Playbooks Account in order to perform many...
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Using Click-to-Email How to send an email to a prospect outside of a Play Sometimes you will need to email a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) emails directly from your CRM. Enabling Click-to-Email will transform ordinary CRM email addresses...
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Using Click-to-Call How to call a prospect outside of a Play It is possible that you may need to call a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) calls directly from your CRM. Enabling Click-to-Call will transform ordinary CRM phone numbers...
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Manage Call Monitoring How to monitor agent calls remotely or from the office The Call Monitoring feature within Playbooks is an awesome tool for managers and coaches to help develop reps and drive team performance. The Listening feature within Call Monitoring, for example, is a great way to understand more...
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Accessing Call Recordings How to access my call recordings If call recordings are enabled for your organization, you will have access to all your call recordings from CRM records or reports. Keep in mind that there are several ways call recordings can be configured for your organization. Each company can...
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Manage Call Recording Settings How to configure call recording settings for every level Playbooks provides each company with the ability to configure company-wide settings that determine if a call should be recorded or not for both outbound and inbound calls. Because there may be instances when you want to disable...
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Manage Robots How do I create and use Robots in Playbooks? Playbooks Robots can enhance your Lead and Contact process flow in lots of ways. Before you begin creating your Robots, it is helpful to have a process map of your Lead and Contact flow. Review your process and consider...
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The Billing Portal Where can I manage my billing options, purchase additional licenses, and see my invoices? Access to the Billing Portal The Billing Portal is restricted to key account representatives referred to as the "Billing Admin". Most often these individuals are identified when the initial contract is signed with...
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Manage Custom Sorts How to create general rules to prioritize tasks for your organization Working through a list of tasks in the most efficient way is critical to reps as they go throughout their day. Playbooks enables reps to choose from a set of standard task sort options. Managers can...
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Manage People and Accounts How to add and manage prospect records in Playbooks Prioritizing Your Workflow See how easy it is to prioritize, sort, and complete tasks in Playbooks. Completing tasks isn't as important as completing the right tasks, and being able to quickly adjust your plan of attack. Adding Records...
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