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 I'm trying to make a call and it will not connect. How can I diagnose what the problem is? First Step Let's start at the beginning...click the yellow Dial button or hyperlinked phone number. Does your station phone ring? No - Move to the next section...
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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 wildly. 30 dials...
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Installation of Playbooks Extension in Managed Environments Desktop administrators want to know installation options when they've already restricted Chrome extensions to users. Enterprise Access Control In many enterprise sales organizations, users are prevented from installing Chrome extensions. This is usually a blanket ban. There are various levels of control provided...
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SMTP Relay Setup for Playbooks Emails How do I configure SMTP relay for Playbooks? Playbooks helps sales reps reach out to their prospects in a consistent follow-up pattern. To do this it facilitates both making calls and sending emails within the application. 3 Different Ways to Email in Playbooks Authenticating...
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Playbooks + SAP CRM Setup Guide How do I set up Playbooks for SAP CRM? Related Article: Playbooks Requirements Before completing the steps below, click this message make sure that your organization meets the requirements to implement Playbooks. Authentication Authentication Overview Playbooks uses the OAuth 2 authentication built into SAP...
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O365 Setup for Playbooks Emails How do I set up O365 to send emails from Playbooks? Setting Up O365 for Playbooks Emails Playbooks allows users to send emails directly from the product using their own email accounts. These emails are tracked and reps are notified when their prospects engage with...
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Dynamics Non-Interactive User The Non-Interactive user is used to sync data between CRM and Playbooks Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which is used to connect the CRM to the corresponding Playbooks account and synchronize data between Playbooks and the CRM: create and update tasks,...
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