Categories

September 4, 2020

Play and Task Management

January 20, 2019

Play Management

May 29, 2020

Introduction to Playbooks Mobile

April 20, 2020

Introduction to Plays

May 31, 2019

Merge Fields & Placeholders

April 20, 2020

Play Best Practices

May 31, 2019

Using Tags

January 29, 2021

Account and Opportunity Management

April 20, 2020

Center of Excellence

September 4, 2019

Step Up Your Game With Plays

September 4, 2020

Play and Task Management

June 26, 2019

Phone Number Format – E.164 Standard

June 3, 2019

Pre-recorded Voicemails

September 13, 2019

Call Quality Troubleshooting

May 29, 2020

Introduction to Playbooks Mobile

June 3, 2019

Accessing Call Recordings

May 31, 2019

Inbound Call Paths

September 4, 2020

Agent Leg Connection

August 28, 2020

Agent Phone Setup

June 3, 2019

Inbound Availability

June 2, 2019

Manage Call Dispositions

September 13, 2019

RingCentral Setup

June 4, 2019

Using Click-to-Call

June 3, 2019

Manage Direct Inbound Numbers

January 29, 2020

Countries Not Supported On The XANT Platform

June 26, 2019

Asia and Pacific (APAC) Dialing

December 12, 2019

Calling Territory

January 19, 2019

Completing a Phone Call Task

May 3, 2021

Playbooks Solution for Computer-Based Calling

January 29, 2021

Account and Opportunity Management

November 22, 2019

INTERNAL – Locating Local Presence Numbers

April 20, 2020

Voicemail Best Practices

June 17, 2020

Call Path Elements

May 13, 2020

Orphaned Phone Call Tasks

June 17, 2020

Default Inbound Call Paths

June 25, 2021

Caller ID Authentication Regulation

December 18, 2020

Premium or Shared Rate Phone Numbers

May 31, 2019

Email Notifications

September 4, 2020

Play and Task Management

May 31, 2019

Vidyard GoVideo Integration

June 3, 2019

Track & Sync

October 15, 2019

Self Service Calendaring

May 31, 2019

Email Templates

May 29, 2020

Introduction to Playbooks Mobile

August 30, 2019

Sending an Automatic Email

May 31, 2019

Email Enhancement Options

October 24, 2019

Email Snippets

September 4, 2020

Agent Email Setup

June 4, 2019

Using Click-to-Email

April 20, 2020

Email Best Practices

January 29, 2021

Account and Opportunity Management

June 21, 2019

How to Complete an Email Task

August 11, 2020

Email Feature Matrix

April 22, 2020

Video Message Best Practices

June 3, 2020

OneMob Integration

January 11, 2021

Threaded Emails

May 7, 2021

Seismic Integration

March 22, 2021

Highspot Integration

October 27, 2020

Salesforce – Playbooks Fields & Reporting Unmanaged Packages

October 3, 2019

Add Playbooks Fields to Salesforce Page Layouts & List Views

October 27, 2020

Playbooks Fields & Access Levels

May 4, 2020

Introduction to Playbooks Reports

October 27, 2020

Salesforce Reporting – Overview

June 28, 2019

Reporting in Dynamics – Basic Charts and Dashboards

October 23, 2020

Salesforce Reports: Play Activity Reports

October 23, 2020

Salesforce Reports: Email Outcome Reports

October 23, 2020

Salesforce Reports: Play Status Reports

October 23, 2020

Salesforce Reports: Call Outcome Reports

October 12, 2020

Salesforce Reports: Inbound Call Reports

October 23, 2020

Salesforce Reports: Play Outcome Reports

November 22, 2019

INTERNAL – Locating Local Presence Numbers

November 18, 2020

Reporting Baseline

November 18, 2020

Salesforce Reporting Best Practices

May 4, 2020

Standard Playbooks Reports

October 21, 2020

Salesforce Reports: Priority Score Reports

June 2, 2019

Manage Teams and Users

June 26, 2019

Phone Number Format – E.164 Standard

June 3, 2019

Manage Leaderboards

April 22, 2020

Introduction to Robots

May 31, 2019

Inbound Call Paths

June 3, 2019

Manage Permission Groups

June 3, 2019

Manage Call Monitoring

June 2, 2019

Manage Call Dispositions

June 10, 2019

Playbooks Manager Application Onboarding for Salesforce

June 3, 2019

Manage Custom Sorts

April 16, 2020

Robot Actions and Testing

June 3, 2019

Manage Direct Inbound Numbers

May 4, 2020

Introduction to Playbooks Reports

June 3, 2019

Manage Call Recording Settings

April 20, 2020

Sales Cadence Best Practices

June 3, 2019

Manage Robots

April 22, 2020

Robot Filtering

May 29, 2019

Playbooks Manager Access

June 26, 2019

Asia and Pacific (APAC) Dialing

June 25, 2019

Call Recording API

April 22, 2020

Robot Strategy

April 22, 2020

Robot Examples

January 29, 2021

Account and Opportunity Management

May 4, 2020

Standard Playbooks Reports

August 13, 2020

Robots Cross Object Filtering

February 5, 2021

Playbooks Manager Application Onboarding For Dynamics

September 4, 2020

Play and Task Management

May 29, 2020

Introduction to Playbooks Mobile

June 3, 2019

Playbooks Rankings

December 4, 2020

Manage Shared and Personal Records

June 17, 2020

Introduction to Playbooks SMS

January 18, 2019

Sorting, Filtering, and Searching for Tasks

June 3, 2020

Sendoso Integration

June 21, 2019

Types of Tasks That Are Listed in the Menu

January 29, 2021

Account and Opportunity Management

January 30, 2019

Installing and Updating the Playbooks Chrome Extension

June 10, 2019

Salesforce – Playbooks Integration User

January 7, 2020

Admin Guide: Overview of Playbooks Installation

May 29, 2019

Playbooks Requirements

October 27, 2020

Salesforce – Playbooks Fields & Reporting Unmanaged Packages

June 18, 2019

O365 Setup for Playbooks Emails

September 13, 2019

Call Quality Troubleshooting

January 29, 2019

Managing the Playbooks Chrome Extension

October 3, 2019

Add Playbooks Fields to Salesforce Page Layouts & List Views

June 10, 2019

Get a Playbooks Account Provisioned for Salesforce

October 27, 2020

Playbooks Fields & Access Levels

June 10, 2019

Playbooks Manager Application Onboarding for Salesforce

January 28, 2019

Logging in to Playbooks

June 10, 2019

Other Configurations for Salesforce

June 25, 2019

SMTP Relay Setup for Playbooks Emails

September 13, 2019

RingCentral Setup

January 27, 2019

Navigating the Playbooks Chrome Extension

September 13, 2019

Dial Attempt Is Failing

December 9, 2019

Connect the Integration User to Salesforce

September 13, 2019

PSTN Agent-Leg Connection vs. WebRTC Connection

September 13, 2019

API Call Utilization

September 17, 2019

INTERNAL – Playbooks IP Addresses

June 10, 2019

Data Access Controls

June 10, 2019

Installation Changes Dynamics Solution Files

January 21, 2019

Adding Your Power Anthem

June 18, 2019

Playbooks + SAP CRM Setup Guide

January 22, 2019

Uploading Your Profile Picture

September 4, 2020

Connect to Your CRM

September 13, 2019

Installation of Playbooks Extension in Managed Environments

June 10, 2019

Dynamics Non-Interactive User

June 10, 2019

Salesforce – Neuralytics Unmanaged Package

December 18, 2020

Premium or Shared Rate Phone Numbers

February 5, 2021

Playbooks Manager Application Onboarding For Dynamics

March 4, 2021

Gmail Setup for Playbooks Emails

August 26, 2020

Changing The CRM View

May 7, 2021

Enable the Add to Playbooks Button

May 21, 2021

Setting Playbooks User Time Zone