Quick Start Guide

By March 24, 2020February 1st, 2021No Comments

Quick Start Guide

How do I get started quickly with Playbooks?

Create New Teams and Users

The first step in the process is to create a team with your desired user groups, including yourself.  Teams allow you to add users and control app permissions and sharing rules.  Watch this video to help walk you through creating your first Teams.

Related Article: Manage Teams and Users

For more details and information about managing teams and users, click this message.

Create New and Share Existing Email Templates

Now that your first Team is setup, you can create the email templates that you want people to have in their toolkit and that you can incorporate by default as email steps into your Plays.  Watch this quick video to help you create your email template library.

Related Article: Email Templates

For more information about creating and managing email templates, click this message.

Create New and Share Existing Plays

With your email templates ready, you can now build out your entire Play framework to include a series of steps to accomplish an objective.  Plays can include phone calls, emails, and even LinkedIn steps.  We’ve even included a few Play templates that you can use below to help you get started.  Just be sure to customize them to your needs and business so that your team will want to use them!  Watch this quick video to guide you through importing one of these templates or creating a new play on your own.

Download Templates: Play Starter Kit

Click this message to download the following templates:

  • 90 Days from Renewal 
  • Qualify a Web Lead 
  • Quick Follow-up

Decide Record Enrollment Strategy

The last thing you’ll want to determine before rolling Playbooks out to your team is the strategy that will dictate who and when your reps should add records into Playbooks.  Check out this quick video for some ideas and tips and be sure to share your recommendations with your team.

Related Article: Manage People And Accounts

For more information about enrolling and managing records, click this message.

Test Your CRM Integration As The Admin

As with any technology, it’s a good idea to do some basic testing before rolling it out to ensure everything is working properly and you didn’t miss anything.  The main thing we want to validate is that information is flowing back and forth as expected between Playbooks and your CRM.

Add Your Team Members

Now it’s time to go back to your Team setup page.  You’ll want to add one user first and have them test the CRM integration using their level of permissions.  Once testing is successful, you can go ahead and add the other users to the team.  They will get an email invite which will walk them through the initial setup.

Introduction to Playbooks on XANT University

Share this link with your team members and have them enroll in the Introduction to Playbooks course so that they can quickly learn how to take advantage of the app to perform their job.

XANT University: Introduction To Playbooks

To view and enroll in the Introduction to Playbooks course, click this message.

Contacting Support

If you or your team members get stuck anywhere along the way, we are here to help.  Check out this quick video on how to engage with our friendly Tech Support team of product specialists!

Additional Tips and Resources

Now that you are up and running, here are a few other pro tips to help you connect with your team and gain greater visibility into their activity to help you be more effective as their manager.

Related Article: Using Call Monitoring

Check out this article to learn how to listen in to live calls and provide real-time coaching.

Related Article: Adding Other Fields To The Call Disposition Screen

If you have specific reporting requirements around activities or maybe some special required fields in your CRM that you need your team to fill out when logging calls, this article will help you tailor Playbooks activity logging to your needs.

Default Reports and Dashboards

There are two out-of-the-box dashboards for you to use.  Check out this quick video to learn how to access and use them. 

Related Article: Reporting in Dynamics – Basic Charts and Dashboards
There are also special reports and dashboards included in the Solution File for our Microsoft Dynamics customers. Click this message for an overview.