Category

Calls

Default Inbound Call Paths

By Calls
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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Orphaned Phone Call Tasks

By Calls
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

By Calls
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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Calling Territory

By Calls, Playbooks
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

By Calls, Playbooks, System, User Guide
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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