Getting Started

Required Users for Dynamics Setup

By Getting Started, Playbooks
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

By Manager Application, New Admin, Playbooks, Salesforce Admin, System, User Guide
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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Play Management

By Getting Started, Playbooks, Plays, User Guide
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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