Required Users for Dynamics Setup Details about the Playbooks Administrator, Microsoft Global Admin, and Non-Interactive User During the provisioning and setup process the following Dynamics/O365 users are required. Required Dynamics/O365 Users Playbooks Administrator (The user who will be the primary owner to control the settings of the XANT platform) Office365...
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Playbooks Manager Application Onboarding for Salesforce The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Salesforce Admin Articles Launch Checklist The Manager Onboarding Experience will now help you navigate through additional setup steps like creating Plays, adding users,...
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Other Configurations for Salesforce How to Configure your email, network, and telephony to work with Playbooks Title 80% Back See All Salesforce 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...
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Get a Playbooks Account Provisioned for Salesforce What information does XANT need to provision a Playbooks account Title 20% See All Salesforce Admin Articles Next The process to provision a Playbooks account and connect it to your CRM requires a live meeting with a XANT team member. The following instructions...
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Play Management How to create, modify, and share plays Plays enable you to build strategic cadences that help you connect with your highest quality opportunities first. With plays, you can architect sales motions that have a distinct purpose. Plays track the progress of each prospect along a cadence cycle and...
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Title 85% Getting Started Progress Next Article Completing a Phone Call Task How do I complete phone call tasks? Using the Next Bar The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been...
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Title 93% Getting Started Progress Next Article Sorting, Filtering, and Searching for Tasks How do I sort, filter, and search for specific tasks? Sorting Tasks Playbooks allows you to prioritize tasks based on properties that are important to you. Focus your efforts on calls that are likely to bring you...
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