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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Orphaned Phone Call Tasks How Orphaned tasks are created, prevented, and adopted Using the Place a Call feature from the Playbooks menu to type out a phone number creates a phone call that will not link back to a specific record. Neither Playbooks nor your CRM will be able to...
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Introduction to Playbooks Reports How to Access Insightful In-App Reporting Within the Playbooks Manager App, managers and Playbooks administrators have exclusive access to the Playbooks Reports tab. Reports can be generated isolating the Playbooks activities a team or individual has completed and which Plays and Play Steps generate the most...
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Standard Playbooks Reports What are some standard Playbooks reports you can Create Playbooks Reports let you generate reports based on your sales activities by total or average activities per day. You can drill down into sales teams or view individual users. Reports show historical activities of weekly or monthly data....
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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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Video Message Best Practices How to make your personalized videos more effective The impact of emailing has been slowly declining, but the good news is several new research studies have found that personalized video messaged are reinvigorating that communication medium. Video messages are a great tool for sellers to engage...
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Introduction to Plays Up your Game with Plays A Play is a sequence of activity attempts that help you progress through the sales cycle. Plays contain Play Steps that give guidance on the current action to take. Being specific on what to do, say, or send on each step of...
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