Asia and Pacific (APAC) Dialing What are the calling restrictions for Asia and Pacific countries? China China Telecom blocks all calls with local Chinese ANI [origination phone number] that originate from outside the country (i.e. Singapore). Carrier Feedback "China is one of a handful of countries that do not allow...
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Using Click-to-Call How to call a prospect outside of a Play It is possible that you may need to call a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) calls directly from your CRM. Enabling Click-to-Call will transform ordinary CRM phone numbers...
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Accessing Call Recordings How to access my call recordings If call recordings are enabled for your organization, you will have access to all your call recordings from CRM records or reports. Keep in mind that there are several ways call recordings can be configured for your organization. Each company can...
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Manage Direct Inbound Numbers How to assign dedicated inbound phone numbers for agents using Playbooks Direct Inbound Numbers Agents can have a dedicated Direct Inbound Number (DIN) that automatically logs and records all inbound calls the rep receives ensuring they get credit for these critical sales and customer interactions. When...
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Pre-recorded Voicemails How to create and use Pre-recorded Voicemails Playbooks Pre-recorded Voicemail Messages enable you to conserve energy, leave perfect messages and maintain momentum. Record as many as you need for all different use cases. Send them with one click and get to the next call faster. Note: You must...
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Inbound Availability How to set inbound call availability and accept an Inbound call Understanding the Inbound Availability Status Your Inbound Availability status is indicated by the headset logo in the Info Bar at the top of Playbooks. The headset will be green when you are available and red with a...
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Manage Call Dispositions How to create and manage call disposition sets for your organization When a rep makes a call, they are prompted to enter notes about the call and choose a call result. There may be other pieces of information reps need to collect on each call depending on...
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Inbound Call Paths How to create and manage inbound call paths for your Playbooks organization Inbound Call Paths Ensuring prospects have a smooth experience when calling into the sales team is important to both the sales team and the caller. Drag-and-drop Inbound Call Paths enables Playbooks Administrators to configure the...
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Title 85% Getting Started Progress Next Article Completing a Phone Call Task How do I complete phone call tasks? Using the Next Bar The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been...
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