Manage Direct Inbound Numbers How to assign dedicated inbound phone numbers for agents using Playbooks Direct Inbound Numbers Agents can have a dedicated Direct Inbound Number (DIN) that automatically logs and records all inbound calls the rep receives ensuring they get credit for these critical sales and customer interactions. When...
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Manage Leaderboards How do I create, edit, and display Leaderboards? Competition drives results. Playbooks Leaderboards motivate your team by igniting competition among agents and showcasing top performers. Measure the most important metrics, increase urgency with PowerHour Leaderboards, and create your own custom key performance indicators. Note: Before managers and admins...
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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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Track & Sync How to track and record emails sent outside of Playbooks Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. But emails sent from...
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Manage Permission Groups How do I create Playbooks permission groups and assign them to users? Creating Custom Permission Groups Administrators have the ability to restrict what features are available for reps. For example, if an administrator wanted to restrict which reps can create Plays, they can alter the permission group...
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Manage Call Dispositions How to create and manage call disposition sets for your organization When a rep makes a call, they are prompted to enter notes about the call and choose a call result. There may be other pieces of information reps need to collect on each call depending on...
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Manage Teams and Users How to create teams and manage users in Playbooks Playbooks simplifies employee management with the convenience of Playbooks Teams. Add new users to Playbooks or make structural changes based on your organization’s needs. Team Settings and Configuration Some settings are best configured for an entire team...
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Inbound Call Paths How to create and manage inbound call paths for your Playbooks organization Inbound Call Paths Ensuring prospects have a smooth experience when calling into the sales team is important to both the sales team and the caller. Drag-and-drop Inbound Call Paths enables Playbooks Administrators to configure the...
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Uploading Your Profile Picture How to upload your profile picture for Playbooks Uploading Your Profile Picture Upload a profile picture and get recognition for outstanding performance. Topping Leaderboards gives you the opportunity to showcase your profile picture and join the ranks of the top performers. To Upload Your Profile Picture...
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Title 85% Getting Started Progress Next Article Completing a Phone Call Task How do I complete phone call tasks? Using the Next Bar The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been...
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