Setting Playbooks User Time Zone How to set your own time zone in Playbooks Playbooks leverages users’ settings to automate tasks. These tasks become due based on the time zone Playbooks has selected. If the time zone Playbooks has selected is wrong, you can change this setting any time from...
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Changing The CRM View How to Make Your CRM Navigate with Playbooks Playbooks allows you to switch through many different records quickly. If you enable the Change CRM View setting, your CRM will navigate along with Playbooks to whatever record you have open. This prevents you from having to switch...
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Installing and Updating the Playbooks Chrome Extension How to download and install the Playbooks Chrome extension The Playbooks Chrome extension enables you to leverage the most important information within your CRM and create workflow cadences to increase your efficiency. Installing the extension is the first step toward simplifying your prospecting...
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Managing the Playbooks Chrome Extension How to open or close, resize, and move the Playbooks extension Playbooks operates in its own Google Chrome window. It behaves like a normal window and is only opened or closed, resized, and moved when that specific window is selected. Opening Playbooks Playbooks opens in...
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Logging in to Playbooks How to log in to the Playbooks Chrome extension Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. If this isn't an option your organization has, you can also log in with your...
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Navigating the Playbooks Chrome Extension How to navigate the main workspaces in Playbooks When the Playbooks icon is clicked from either CRM or Chrome, Playbooks will open in a unique window, separate from the CRM window. This means, Playbooks will not close, minimize, or restore with the CRM window. Playbooks...
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Uploading Your Profile Picture How to upload your profile picture for Playbooks Uploading Your Profile Picture Upload a profile picture and get recognition for outstanding performance. Topping Leaderboards gives you the opportunity to showcase your profile picture and join the ranks of the top performers. To Upload Your Profile Picture...
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Adding Your Power Anthem How to play your sound when you take over the Leaderboard Adding Your Power Anthem Every time you advance to the number one position of a Leaderboard, you can play a few seconds of your favorite song or turn heads with a catchy sound effect. It’s...
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