Email Templates How to create email templates in Playbooks With Playbooks Email Templates, you do the hard work of constructing your messages once and reuse them thousands of times with minimal effort. Creating an Email Template Creating a template enables you to lay down the framework that you can build...
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Using Tags How to create and add tags in Playbooks Tags label Plays and email templates with relevant identifying information. Once a Play or email template has been tagged, you can use those tags to search, filter, and sort through those files effortlessly. Tags allow you to organize each item...
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The Buyer Intelligence Advantage How does buyer intelligence enhance Playbooks? What Is Buyer Intelligence? Buyer Intelligence is a powerful data drive tool to enhance your Playbooks experience. Many services use collective data to forecast behavior. For example, map applications use a collective body of reports from drivers to display live...
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How to Chat with Support How to open a chat conversation with support Playbooks has made it easier than ever to get in touch with a technical support engineer by including a chat feature directly in the Playbooks Chrome extension. If you ever run into trouble, we’re never more than...
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Playbooks Requirements What are the requirements to use Playbooks? This article describes the basic infrastructure requirements needed in order to implement Playbooks. CRM Requirements Playbooks only supports standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities. Any other standard or custom objects/entities within the CRM cannot be enrolled in plays...
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Playbooks Manager Access I’m a manager or administrator. Where do I go to run Playbooks operations? From the Playbooks Manager Application, you are able to adjust application settings, manage employees and gain valuable insights. If you are a manager or administrator, navigate to the Playbooks Manager Application by going to...
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Installing and Updating the Playbooks Chrome Extension How to download and install the Playbooks Chrome extension The Playbooks Chrome extension enables you to leverage the most important information within your CRM and create workflow cadences to increase your efficiency. Installing the extension is the first step toward simplifying your prospecting...
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Managing the Playbooks Chrome Extension How to open or close, resize, and move the Playbooks extension Playbooks operates in its own Google Chrome window. It behaves like a normal window and is only opened or closed, resized, and moved when that specific window is selected. Opening Playbooks Playbooks opens in...
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Logging in to Playbooks How to log in to the Playbooks Chrome extension Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. If this isn't an option your organization has, you can also log in with your...
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Navigating the Playbooks Chrome Extension How to navigate the main workspaces in Playbooks When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks...
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