Manage Leaderboards How do I create, edit, and display Leaderboards? Competition drives results. Playbooks Leaderboards motivate your team by igniting competition among agents and showcasing top performers. Measure the most important metrics, increase urgency with PowerHour Leaderboards, and create your own custom key performance indicators. Note: Before managers and admins...
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Manage Permission Groups How do I create Playbooks permission groups and assign them to users? Creating Custom Permission Groups Administrators have the ability to restrict what features are available for reps. For example, if an administrator wanted to restrict which reps can create Plays, they can alter the permission group...
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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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Manage Teams and Users How to create teams and manage users in Playbooks Playbooks simplifies employee management with the convenience of Playbooks Teams. Add new users to Playbooks or make structural changes based on your organization’s needs. Team Settings and Configuration Some settings are best configured for an entire team...
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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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Playbooks Manager Access I’m a manager or administrator. Where do I go to run Playbooks operations? From the Playbooks Manager Application, you are able to adjust application settings, manage employees and gain valuable insights. If you are a manager or administrator, navigate to the Playbooks Manager Application by going to...
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