Overview The Click-to-Call feature allows users to make calls from their CMR system by simply clicking on the prospect's phone number. This article describes the process to enable this feature. Solut...
Overview You can call prospects outside of your Play cadence directly from your CRM by using the Click-to-Call feature. This article describes how this is accomplished. Prerequisites The Click-to-Call...
Overview You might be wondering how to schedule a new phone call using Playbooks. If the timing for a call task is wrong for the prospect, you can schedule a task to call the contact back at a later t...
Overview You are unable to use the Click-to-call feature in Playbooks. When you click on a phone number, Chrome is intercepting / hijacking Playbooks (The call is being made using Chrome via a built-i...
Overview Users will only have access to the default Call Preference unless their manager changes this preference through the Playbooks Manager’s app. You want to provide your Team with permission to c...
Overview While using Playbooks Extension, you may need to change your Calling Preferences. For example, to route the inbound calls to your Softphone, instead of to your Browser via WebRTC. This articl...
Overview You may encounter an issue that calls do not connect to your RingCentral phone, while you can dial out numbers from Playbooks. This issue happens when your Agent Phone Number (or TAS Bypass N...
Overview You need to set up your Agent phone number and Caller Id to place and receive calls when you are starting to use Playbooks. The same instructions can be used to configure TAS bypass numbers f...
Overview You may want to know how to start placing calls in Xant Playbooks. Solution There are several ways to make calls using Playbooks: Open an Account or a Play in Xant Playbooks - select a call t...
Overview You are not able to make calls through the Playbooks application. It does not dial out or calls are not connecting to your cell phone or softphone. You are experiencing call failures and issu...