Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Other Configurations for Salesforce How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All Salesforce Admin Articles Next The Setup Wizard will prompt you to indicate what email service provider you use. Supported Email Platforms Playbooks Supports multiple email platforms. Select your service...
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Get a Playbooks Account Provisioned for Salesforce What information does XANT need to provision a Playbooks account Title 20% See All Salesforce Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Salesforce – Playbooks Integration User Why does Playbooks require an Integration User? Overview In addition to the Basic Users who use the Playbooks product everyday, Playbooks requires an Integration User (a.k.a. Service User, Access User) be setup to connect the CRM to the Playbooks Account in order to perform many...
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Using Click-to-Email How to send an email to a prospect outside of a Play Sometimes you will need to email a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) emails directly from your CRM. Enabling Click-to-Email will transform ordinary CRM email addresses...
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Using Click-to-Call How to call a prospect outside of a Play It is possible that you may need to call a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) calls directly from your CRM. Enabling Click-to-Call will transform ordinary CRM phone numbers...
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Manage Call Recording Settings How to configure call recording settings for every level Playbooks provides each company with the ability to configure company-wide settings that determine if a call should be recorded or not for both outbound and inbound calls. Because there may be instances when you want to disable...
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Manage Robots How do I create and use Robots in Playbooks? Playbooks Robots can enhance your Lead and Contact process flow in lots of ways. Before you begin creating your Robots, it is helpful to have a process map of your Lead and Contact flow. Review your process and consider...
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Manage Custom Sorts How to create general rules to prioritize tasks for your organization Working through a list of tasks in the most efficient way is critical to reps as they go throughout their day. Playbooks enables reps to choose from a set of standard task sort options. Managers can...
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Manage People and Accounts How to add and manage prospect records in Playbooks Prioritizing Your Workflow See how easy it is to prioritize, sort, and complete tasks in Playbooks. Completing tasks isn't as important as completing the right tasks, and being able to quickly adjust your plan of attack. Adding Records...
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