Managing the Playbooks Chrome Extension How to open or close, resize, and move the Playbooks extension Playbooks operates in its own Google Chrome window. It behaves like a normal window and is only opened or closed, resized, and moved when that specific window is selected. Opening Playbooks Playbooks opens in...
Read More
Logging in to Playbooks How to log in to the Playbooks Chrome extension Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. If this isn't an option your organization has, you can also log in with your...
Read More
Navigating the Playbooks Chrome Extension How to navigate the main workspaces in Playbooks When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks...
Read More
Uploading Your Profile Picture How to upload your profile picture for Playbooks Uploading Your Profile Picture Upload a profile picture and get recognition for outstanding performance. Topping Leaderboards gives you the opportunity to showcase your profile picture and join the ranks of the top performers. To Upload Your Profile Picture...
Read More
Adding Your Power Anthem How to play your sound when you take over the Leaderboard Adding Your Power Anthem Every time you advance to the number one position of a Leaderboard, you can play a few seconds of your favorite song or turn heads with a catchy sound effect. It’s...
Read More
Play Management How to create, modify, and share plays Plays enable you to build strategic cadences that help you connect with your highest quality opportunities first. With plays, you can architect sales motions that have a distinct purpose. Plays track the progress of each prospect along a cadence cycle and...
Read More
Title 85% Getting Started Progress Next Article Completing a Phone Call Task How do I complete phone call tasks? Using the Next Bar The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been...
Read More
Title 93% Getting Started Progress Next Article Sorting, Filtering, and Searching for Tasks How do I sort, filter, and search for specific tasks? Sorting Tasks Playbooks allows you to prioritize tasks based on properties that are important to you. Focus your efforts on calls that are likely to bring you...
Read More
