Default Inbound Call Paths How Default Inbound Call Paths Work Playbooks comes with two Inbound Call Paths already created: Default and Direct Inbound Calls. These paths always route the call to the last rep to contact the caller with some minor differences in how they work. Default Call Path The...
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Introduction to Playbooks Mobile What is playbooks mobile and how to use it Playbooks Mobile provides all the main features of Playbooks directly on your phone. You can complete the same work you normally do from your computer – placing calls, sending emails, text messages, CRM logging, and more –...
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Orphaned Phone Call Tasks How Orphaned tasks are created, prevented, and adopted Using the Place a Call feature from the Playbooks menu to type out a phone number creates a phone call that will not link back to a specific record. Neither Playbooks nor your CRM will be able to...
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Voicemail Best Practices How to make your voicemails more effective If your sales cadence includes phone calls, you should be prepared to also leave voice messages. Many sellers don't leave voicemail and some leave messages that are too long and poorly scripted. Playbooks can help with both these situations when...
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Countries Not Supported On The XANT Platform Certain countries are not supported to call on the XANT platform. If you attempt to make a call to one of these countries, you'll receive an error message. Country List Phone calls into the following countries are not supported. Common Name Country Code...
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Calling Territory Arrange countries by the frequency of calls you'll be making into them. This helps to detect time zones and format phone numbers correctly The Calling Territory setting is a useful tool when using the CRM Click-to-Call with Playbooks. Playbooks requires phone numbers to be in e.164 format and will manipulate...
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RingCentral Setup Are there additional setup steps I need to take if I'm using RingCentral for my telephony system? RingCentral Call Routing Most telephony systems integrate with Playbooks without any trouble, but some of them require additional setup to operate as expected. With RingCentral, Playbooks receives a false "successfully connected"...
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Call Quality Troubleshooting use this guide to help diagnose and potentially resolve call quality issues Quick Start: Most Common Issues and Resolutions If you are experiencing call quality issues or dropped calls from a mobile or soft phone, try the following suggestions before continuing to troubleshooting. Check phone signal levels...
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Phone Number Format – E.164 Standard Does Playbooks require a specific phone number format? Playbooks Requires the E.164 Standard Format E.164 is an internationally recognized standard for phone number format consisting of: [+] [country code] [subscriber number including area code]. Must start with a "+" Maximum of 15 digits, excluding the...
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