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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How to Complete an Email Task How do I complete email 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 designed to eliminate uncertainty and allow you...
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Playbooks + SAP CRM Setup Guide How do I set up Playbooks for SAP CRM? Related Article: Playbooks Requirements Before completing the steps below, click this message make sure that your organization meets the requirements to implement Playbooks. Authentication Authentication Overview Playbooks uses the OAuth 2 authentication built into SAP...
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O365 Setup for Playbooks Emails How do I set up O365 to send emails from Playbooks? Setting Up O365 for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with...
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Dynamics Non-Interactive User The Non-Interactive user is used to sync data between CRM and Playbooks Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which is used to connect the CRM to the corresponding Playbooks account and synchronize data between Playbooks and the CRM: create and update tasks,...
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Installation Changes Dynamics Solution Files This article shows you the additions made when installing the Playbooks solution files. Related Article: Playbooks Installation Steps Click this message to see the steps to Install Playbooks in your CRM Fields Installed NEW LEAD & CONTACT FIELDS Display Name Details Play Info Updated At...
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Data Access Controls How to Configure advanced CRM integration settings Playbooks leverages both the access user and the individual sales rep to pull and push data to the CRM. Administrators can now specify when the access user should be used to sync data and when the sales rep should be...
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Salesforce – Neuralytics Unmanaged Package This unmanaged package contains the fields for Neuralytics scores Neuralytics is a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simple insights and directives that...
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