Category

Calls

Using Click-to-Call

By Calls, Playbooks, User Guide
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

By Calls, Playbooks, User Guide
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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Pre-recorded Voicemails

By Calls, Playbooks, User Guide
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

By Calls, Playbooks, User Guide
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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