Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Manage Shared and Personal Records Navigating Team and Individual records and tasks Sales teams often have a need to navigate through different buckets of records and tasks based on ownership and urgency. Some records do not need to be actioned by a specific rep. Think of those low priority, nurture...
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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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Introduction to Playbooks SMS How to setup and send SMS in Playbooks SMS is a powerful way to reach customers. Playbooks allows you to send SMS in a few easy steps. In order to send SMS, you must have an SMS enabled Direct Inbound Number (DIN) assigned to your account....
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Sendoso Integration How to Setup and Use Sendoso in Playbooks Sendoso integrates into Playbooks allowing you to send personalized gifts, branded swag, and eGifts to your prospects without leaving the platform. Use Sendoso to stand out to potential customers. By using the Sendoso feature, you can send packages anytime in...
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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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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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Playbooks Rankings What does my Playbooks ranking mean? Understanding Your Ranking Sparking a friendly competition with your teammates increases your focus and motivates you to bring your “A” game to every call. Your Playbooks ranking gives you a snapshot of where you fall in line compared to your coworkers. Your...
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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...
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