Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM See All New Admin Articles Start How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you...
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Connect the Integration User to CRM How to connect the Integration User to your CRM Title 60% Back See All New Admin Articles Next This guide will walk you through the steps to connecting your newly provisioned Playbooks account to your CRM via the Integration User. Depending on your CRM,...
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Install the Unmanaged Package or Solution Step by step guide to installing Playbooks files to your CRM Title 40% Back See All New Admin Articles Next Depending on your CRM, the steps and files you need will be a bit different. Select your CRM from the options below to see...
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Playbooks Manager Application Onboarding The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All New Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users, and other...
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Other Configurations How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All New Admin Articles Next The Setup Wizard will prompt you to indicate what email service provider you use. Supported Email Platforms Playbooks Supports multiple email platforms. Select your service from the...
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Get a Playbooks Account Provisioned What information does XANT need to provision a Playbooks account Title 20% Back See All New Admin Articles Next Required Information Work with your dedicated XANT technical resource to provision a Playbooks account. You will need to gather and provide the following information: Integration User...
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