Caller ID Authentication Regulation STIR/SHAKEN Playbooks Compliance Options Playbooks is the #1 Sales Engagement platform for compliance with built-in features to support anti-SPAM and Do Not Call regulations. In this article, you will learn more about specific FCC Regulations that govern how Caller IDs will impact dialing US based customers....
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Playbooks Solution for Computer-Based Calling How to use Computer-based Calling in Playbooks Playbooks gives reps the flexibility to connect the agent leg either with a phone system (PTSN) or through their computer and internet connection. Computer-based calling creates an Agent Leg and records activity to CRM the same as Phone-based...
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Account and Opportunity Management How to use Accounts and Opportunities with Playbooks Accounts and Opportunities function in Playbooks similarly to Contacts and Leads with some nuances to manage multiple contacts being involved. Users enroll Accounts and Opportunities into Plays and complete Play Steps just as they would for a Contact...
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Playbooks CRM Syncing How does Playbooks Log Activity to Your CRM Playbooks syncs information almost instantaneously with your CRM every time you complete an action in Playbooks or send an email through Track and Sync. You can also make updates to CRM records from your Playbooks screen. You can complete...
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Premium or Shared Rate Phone Numbers How to Identify you are dialing a premium rate or shared rate number If you've had issues attempting to dial certain numbers (especially in the EU), there could be a few reasons why the dial is not going through. First, determine if the issue...
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Agent Leg Connection How the Agent Leg Works with your Phone Playbooks establishes an agent leg connection with your phone in order to track all calls being placed through the platform. Establishing the Agent Leg connection is fast and should happen automatically when you dial a call, however there are...
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Play and Task Management How to Use Plays in Playbooks and Manage Your Daily Tasks A Play is a sequence of contact attempts that help you progress through a sales motion in a systematic way. Each Play is made up of Play Steps, also known as Tasks, that direct you...
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Agent Phone Setup How to Configure Playbooks to Work with your Phone Playbooks works with your phone to provide you with seamless functionality. You’ll have access to all of Playbooks information and tools while engaging your prospects on the phone. Adding or Editing Your Agent Number Playbooks enables you to...
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Understanding Remote Environment Call Quality Navigating the Changing Landscape of Call Quality Issues for Remote and Mobile Users Our Commitment to Our Customers Playbooks has proven to be a valuable work-from-home and on-the-go platform for many customers, especially during the COVID-19 pandemic. The Playbooks platform has allowed teams to maintain...
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Call Path Elements How Call Path elements are Configured Element Details Below are the available elements that can be added to a Call Path. When you click the vertical ellipses on each element, you get the ability to edit and/or delete it. Clicking edit is how you configure each element....
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