API Call Utilization How many API calls will Playbooks make to my CRM? How does Playbooks impact API Usage? Overview The examples below are a very rough estimate of the number of API calls Playbooks will make to your CRM since the number of factors can vary widely. 30 dials...
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Installation of Playbooks Extension in Managed Environments Desktop administrators want to know installation options when they've already restricted Chrome extensions to users. Enterprise Access Control In many enterprise sales organizations, users are prevented from installing Chrome extensions. This is usually a blanket ban. There are various levels of control provided...
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Step Up Your Game With Plays How to enroll records into Plays and call them Enrolling a Record Without cadences, your CRM is just a contact list. Maximize your efforts by enrolling your leads into Plays. To Enroll a Record into Playbooks Find the record in your CRM. Click the...
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Sending an Automatic Email Schedule an email to auto-send in the future rather than sending it now Instead of sending an email immediately, schedule the email to be automatically sent by Playbooks at a later time. In some circumstances, it is beneficial to delay an email; you can have Playbooks...
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Reporting in Dynamics – Basic Charts and Dashboards Using charts and dashboards included in the Playbooks Unmanaged solution XANT provides an Unmanaged Solution that includes a set of charts and dashboards, allowing you to quickly gain improved insight into the activities your sales team is completing on a routine basis...
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Phone Number Format – E.164 Standard Does Playbooks require a specific phone number format? Playbooks Requires the E.164 Standard Format E.164 is an internationally recognized standard for phone number format consisting of: [+] [country code] [subscriber number including area code]. Must start with a "+" Maximum of 15 digits, excluding the...
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Asia and Pacific (APAC) Dialing What are the calling restrictions for Asia and Pacific countries? China China Telecom blocks all calls with local Chinese ANI [origination phone number] that originate from outside the country (i.e. Singapore). Carrier Feedback "China is one of a handful of countries that do not allow...
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Call Recording API How do I utilize the call recording API for Playbooks? The Playbooks Call Recording API is designed for organizations or third-party applications to be able to download call recordings from calls made through the Playbooks product. There are a handful of use cases for leveraging the call...
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SMTP Relay Setup for Playbooks Emails How do I configure SMTP relay for Playbooks? Playbooks helps sales reps reach out to their prospects in a consistent follow-up pattern. To do this it facilitates both making calls and sending emails within the application. 3 Different Ways to Email in Playbooks Authenticating...
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Types of Tasks That Are Listed in the Menu What are the different types of tasks I can view from the menu? When you click the Menu button, there are several types of tasks listed under the Tasks section. This article describes what these tasks are and how to view...
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