Getting StartedNew UserPlaybooks

Playbooks Application Setup

By September 3, 2020January 15th, 2021No Comments

Playbooks Application Setup

Download the Playbooks extension to boost your productivity

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Installing the Playbooks Chrome Extension

Installing the Playbooks extension is the first step toward simplifying your prospecting strategy. Visit the Chrome Web Store to add the Playbooks Chrome extension to your browser.

Related Article: Installing the Playbooks Chrome Extension 
Click this message to learn more about installing and managing your Playbooks Chrome Extension.

Logging into Playbooks

To log in to Playbooks, you can either use your CRM connection or email and password. Playbooks will remember your selection the next time you login.

Related Article: Logging in to Playbooks 
Click this message to learn more about logging in to your Playbooks Chrome extension.

Playbooks Navigation

Note: The image above depicts two different views of Playbooks. Playbooks does not allow you to have more than one Playbooks window open at once.
  1. Menu – The XANT icon on the top left-hand side of the page opens the menu.
  2. Info Bar – The Info Bar provides you with information, like inbound availability, ranking score, and notifications.
  3. Progress Bar – The Progress Bar shows how many tasks you have completed of your total due tasks. One dash indicates one completed task.
  4. Dashboard – The Dashboard provides you with a brief overview of today’s top tasks and is the first thing you see when you log in to Playbooks. Tasks will be sorted into buckets of urgent, personal, and shared. Shared tasks will only be available if the setting has been enabled for your organization. Urgent tasks are generated from Plays where the task is marked as High Priority.
  5. Task Badge – Indicates which task bucket you are currently working from. Personal tasks have a single silhouette icon and shared tasks have a double silhouette icon.
  6. Action Screen – The Action Screen is where you see all past and present pertinent information for the task and complete the actual task work. If the task is an urgent task, a yellow tag with URGENT will be present.
  7. Task Button – Task Buttons are a list of tasks available within the selected play.
  8. Next Bar – The Next Bar along the bottom of Playbooks guides you directly to your next task with one click. Use the task bucket drop-down arrow on the Next Bar to switch between task buckets without having to go back to the Dashboard.

There are multiple dashboards that you might see when you first log in to Playbooks. For a more detailed description of all the Playbooks windows and features, review this article.

There are several UI options that allow you to adjust the Playbooks window to the size and position you prefer. You can also quickly align Playbooks with your CRM window with the Snapback button. Learn more about how to control the Playbooks window here.

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