Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the...
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Adding Records to Playbooks How to add records to Playbooks from your CRM Before you can begin completing tasks in Playbooks with prospects from your CRM, you need to be...
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Play and Task Management How to Use Plays in Playbooks and Manage Your Daily Tasks A Play is a sequence of contact attempts that help you progress through a sales...
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Connect to Your CRM How to Connect Playbooks to Your CRM Connecting to Salesforce The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks...
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Managing People and Account Records How to edit and manage prospect records in Playbooks Records can be updated in Playbooks in multiple ways. You can make changes to a record...
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Agent Email Setup How to set up Playbooks to work with your existing email Playbooks works seamlessly with your existing email service provider so you can send emails critical to...
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Getting Started with Playbooks How to use Playbooks to enhance your sales Engagement Title 20% See All New User Articles Next What is Playbooks? Playbooks is a sales engagement tool...
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Playbooks Application Setup Download the Playbooks extension to boost your productivity Title 40% Back See All New User Articles Next Installing the Playbooks Chrome Extension Installing the Playbooks extension is...
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Playbooks Personal Settings How to set up Playbooks with your personal settings Title 60% Back See All New User Articles Next Once you have installed Playbooks, you’ll need to connect...
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Agent Phone Setup How to Configure Playbooks to Work with your Phone Playbooks works with your phone to provide you with seamless functionality. You’ll have access to all of Playbooks...
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