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Play Status Field Remains "In-Flight" After the Record Is Removed

Overview

You may notice that the Playbooks Play Status is not updated in your CRM (e.g. shown as "in-flight"), while the record (e.g., contact or lead) is removed from Playbooks.

Solution

This issue may happen when the account of the rep who owns the affected record in Playbooks has been removed from Playbooks - when a user account is removed from Playbooks, it does not trigger the action to unenroll all of the records owned by the user (while the records are technically not in Playbooks anymore).

To avoid such cases, you can remove all of the records owned by the user from Playbooks before deleting their user account.


Related Articles

Robot unenrolls records from Playbooks but does not update Salesforce record "Play Status" to "Unenrolled" 

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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