Unable to find newly imported information in a Play

Overview

You have newly imported information such as contact records into a Play, but it is not showing up within Playbooks. You may notice other out-of-date or incomplete information -- for example, when you sort your tasks by play and step, you may see tasks beginning at step 2.

Solution

While most content in Playbooks will sync instantly, there are some exceptions, such as: 

• • The automatic sync of data between Playbooks and the CRM will take place every 12 hours. 
  • Names appearing within the Call Monitor will only sync nightly.

Issues with content synchronization, such as this one with imported information, are often related to the 12-hour sync window.

In the meantime, you can try logging out and back into Playbooks in order to ensure that you are working with the latest information available to the application. This may be enough to fix the issue.