Category

User Guide

Gmail Setup for Playbooks Emails

By Playbooks, System, User Guide
Gmail Setup for Playbooks Emails How to set up Gmail to send emails from Playbooks Setting Up Gmail for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with their...
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Playbooks Manager Application Onboarding For Dynamics

By Dynamics Admin, Manager Application, New Admin, Playbooks, System, User Guide
Playbooks Manager Application Onboarding For Dynamics The Playbooks Manager Onboarding experience will guide new Playbooks Managers to relevant setup, features, and tools Title 100% Back See All Dynamics 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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Reporting Baseline

By Reporting
Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business. It involves the following motions: Gather data (sometimes from many sources) Analyze and verify data with management, end users, operation,...
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