All Posts By

Ben Gurrola

Playbooks Manager Application Onboarding for Salesforce

By Manager Application, New Admin, Playbooks, Salesforce Admin, System, User Guide
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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Using Click-to-Email

By Emailing, Playbooks, User Guide
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

By Calls, Playbooks, User Guide
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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