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helpdev

Pre-recorded Voicemails

By Calls, Playbooks, User Guide
Pre-recorded Voicemails How to create and use Pre-recorded Voicemails Playbooks Pre-recorded Voicemail Messages enable you to conserve energy, leave perfect messages and maintain momentum. Record as many as you need for all different use cases. Send them with one click and get to the next call faster. Note: You must...
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Inbound Availability

By Calls, Playbooks, User Guide
Inbound Availability How to set inbound call availability and accept an Inbound call Understanding the Inbound Availability Status Your Inbound Availability status is indicated by the headset logo in the Info Bar at the top of Playbooks. The headset will be green when you are available and red with a...
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Vidyard GoVideo Integration

By Emailing, Playbooks, User Guide
Vidyard GoVideo Integration Set up and use your Vidyard Govideo Integration Vidyard GoVideo integrates seamlessly with Playbooks and enables you to produce personalized videos to captivate your prospects. Create new videos directly through Vidyard GoVideo or simply upload an existing video. Store and manage all your videos from your Vidyard...
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Email Notifications

By Emailing, Playbooks, User Guide
Email Notifications How to track prospect interaction with your emails Email Notifications inform you when prospects engage with your emails. Gain real-time insights when your prospects open or forward emails, click links or download attachments. Gage the reception and interest of your proposition before you make a call. This article...
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Email Enhancement Options

By Emailing, Playbooks, User Guide
Email Enhancement Options How to customize and add attachments to email messages Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables to customize emails for your target audience. Using the Text...
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Merge Fields & Placeholders

By Playbooks, Plays, User Guide
Merge Fields & Placeholders How to Use Merge Fields and Placeholders Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically inserts specific record information into emails and cue cards. Or build email...
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Email Templates

By Emailing, Playbooks, User Guide
Email Templates How to create email templates in Playbooks With Playbooks Email Templates, you do the hard work of constructing your messages once and reuse them thousands of times with minimal effort. Creating an Email Template Creating a template enables you to lay down the framework that you can build...
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Using Tags

By Playbooks, Plays, User Guide
Using Tags How to create and add tags in Playbooks Tags label Plays and email templates with relevant identifying information. Once a Play or email template has been tagged, you can use those tags to search, filter, and sort through those files effortlessly. Tags allow you to organize each item...
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The Buyer Intelligence Advantage

By Buyer Intelligence, Playbooks
The Buyer Intelligence Advantage How does buyer intelligence enhance Playbooks? What Is Buyer Intelligence? Buyer Intelligence is a powerful data drive tool to enhance your Playbooks experience. Many services use collective data to forecast behavior. For example, map applications use a collective body of reports from drivers to display live...
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