Quick Start Guide How do I get started quickly with Playbooks? Create New Teams and Users The first step in the process is to create a team with your desired...
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Working Remotely With Playbooks & PowerDialer Preparing for Coronavirus (COVID-19) In response to contingency plans for a remote workforce, the following information can help Playbooks and PowerDialer users to update...
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BUYER HINTS (BETA) How to use Buyer Hints (Beta) to supercharge your customer engagement Sellers want to target and reach out to buyers in the most effective way to move...
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Countries Not Supported On The XANT Platform Country List Phone calls into the following countries are not supported. Common Name Country Code Afghanistan 93 Ascension 247 Belarus 375 Benin 229...
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Playbooks Setup Overview Next Step: Provisioning Overview of Playbooks Installation (Admin Guide) Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to...
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Progress 7% Getting Started Progress Next Article Getting Started with Playbooks How do I adjust the basic settings for Playbooks so I’m ready to use it? What is Playbooks? Playbooks...
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Calling Territory Arrange countries by the frequency of calls you'll be making into them. This helps to detect time zones and format phone numbers correctly The Calling Territory setting is...
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Title 60% Playbooks Setup Overview Next Step: Configure Playbooks Email Connect the Integration User to CRM How do I connect the Integration User to the CRM? This guide will walk...
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Title 40% Playbooks Setup Overview Next Step: Connect Your CRM to Playbooks Install the Unmanaged Package or Solution File Step by step guide to installing Playbooks files to your CRM....
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Required Users for Dynamics Setup Details about the Playbooks Administrator, Microsoft Global Admin, and Non-Interactive User During the provisioning and setup process you will need these three types of users:...
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