Working Remotely With Playbooks Work Location Flexibility for Reps Providing flexible solutions for reps is critical to keep business running, especially when you consider the current COVID-19 pandemic. In response to contingency plans for a remote workforce, the following information can help Playbooks users to update personal settings and take...
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Admin Guide: Overview of Playbooks Installation Overview of the Installation and configuration steps to setup Playbooks in your CRM How does Playbooks connect to your CRM? Playbooks is a Chrome Extension that connects to your CRM. The beauty of this design is that you can sign into Playbooks and your...
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Connect the Integration User to Salesforce How to connect the Integration User to Salesforce Title 60% Back See All Salesforce Admin Articles Next This guide will walk you through the steps to connecting your Playbooks account to your CRM via the Integration User. Depending on how you want to set...
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Add Playbooks Fields to Salesforce Page Layouts & List Views How to customize Salesforce views to include Playbooks fields The Playbooks platform includes a set of Lead, Contact, Account, Opportunity, and Activity fields that if created in your Salesforce org will populate with sales interaction data as your users complete...
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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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PSTN Agent-Leg Connection vs. WebRTC Connection Why a PSTN agent-leg connection results in consistently higher quality phone calls vs. a WebRTC connection. What is a PSTN Agent-Leg Connection? A PSTN (Public Switched Telephone Network) connection uses the standard telephony network and protocols which are designated for pure telephony use in...
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Dial Attempt Is Failing How to diagnose dial connection problems There are several steps you can take to resolve a failed dial attempt and get back to making calls. Some steps are quick changes to your phone or Playbooks settings, while others may include contacting XANT Support and/or your phone...
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Call Quality Troubleshooting use this guide to help diagnose and potentially resolve call quality issues Quick Start: Most Common Issues and Resolutions If you are experiencing call quality issues or dropped calls from a mobile or soft phone, try the following suggestions before continuing to troubleshooting. Check phone signal levels...
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API Call Utilization How many API calls will Playbooks make to my CRM? How does Playbooks impact API Usage? Overview The examples below are a very rough estimate of the number of API calls Playbooks will make to your CRM since the number of factors can vary widely. 30 dials...
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