Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Email Snippets What are email snippets and how are they used? One of the most important things reps can do to get their emails noticed is by customizing the emails they send – truly making them their own. To customize email templates, reps have often saved common phrases or snippets...
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Self Service Calendaring How do I add a calendar link to an email? How can my prospects schedule a meeting with me? The dream for every sales rep is to open their calendar each morning to find their calendar already filled with appointments from interested prospects or customers. With self-service...
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Add Playbooks Fields to Salesforce Page Layouts & List Views How to customize Salesforce views to include Playbooks fields The Playbooks platform includes a set of Lead, Contact, Account, Opportunity, and Activity fields that if created in your Salesforce org will populate with sales interaction data as your users complete...
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RingCentral Setup Are there additional setup steps I need to take if I'm using RingCentral for my telephony system? RingCentral Call Routing Most telephony systems integrate with Playbooks without any trouble, but some of them require additional setup to operate as expected. With RingCentral, Playbooks receives a false "successfully connected"...
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PSTN Agent-Leg Connection vs. WebRTC Connection Why a PSTN agent-leg connection results in consistently higher quality phone calls vs. a WebRTC connection. What is a PSTN Agent-Leg Connection? A PSTN (Public Switched Telephone Network) connection uses the standard telephony network and protocols which are designated for pure telephony use in...
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Dial Attempt Is Failing How to diagnose dial connection problems There are several steps you can take to resolve a failed dial attempt and get back to making calls. Some steps are quick changes to your phone or Playbooks settings, while others may include contacting XANT Support and/or your phone...
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Call Quality Troubleshooting use this guide to help diagnose and potentially resolve call quality issues Quick Start: Most Common Issues and Resolutions If you are experiencing call quality issues or dropped calls from a mobile or soft phone, try the following suggestions before continuing to troubleshooting. Check phone signal levels...
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