Salesforce Reports: Priority Score Reports What Does Priority Score do for You XANT has the ability to create custom Priority Scoring Models which apply a score between 0-100 to a Lead record to indicate either its likelihood to convert or the likelihood to be contacted. For reporting purposes, it is...
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Salesforce Reports: Inbound Call Reports How Effective is your Inbound Call Strategy Inbound fields and reports are included in the third unmanaged package. If a customer tracks inbound as well as outbound calls, these reports will help to report on things like call volume, wait time, call paths and outcomes....
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Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the platform. Establishing the Agent Leg connection is fast and should happen automatically when you dial a call, however there are...
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Adding Records to Playbooks How to add records to Playbooks from your CRM Before you can begin completing tasks in Playbooks with prospects from your CRM, you need to be able to add those records to Playbooks. Adding records is simple. Once you have added records to Playbooks, you’ll be...
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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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Connect to Your CRM How to Connect Playbooks to Your CRM Connecting to Salesforce The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. To update information for all your prospects instantly, a link between Salesforce and Playbooks must be established. Only Salesforce...
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Managing People and Account Records How to edit and manage prospect records in Playbooks Records can be updated in Playbooks in multiple ways. You can make changes to a record and sync those changes back to your CRM or you can make changes in your CRM and push those records...
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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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Agent Phone Setup How to Configure Playbooks to Work with your Phone Playbooks works with your phone to provide you with seamless functionality. You’ll have access to all of Playbooks information and tools while engaging your prospects on the phone. Adding or Editing Your Agent Number Playbooks enables you to...
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Changing The CRM View How to Make Your CRM Navigate with Playbooks Playbooks allows you to switch through many different records quickly. If you enable the Change CRM View setting, your CRM will navigate along with Playbooks to whatever record you have open. This prevents you from having to switch...
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