Start a conversation

Articles

  • Checking for ownership of a phone number

    Overview You want to know if your organization owns a specific phone number.    Information Submit a request to our support team and we will confirm if the phone numbers belongs to your organization. ...

  • Local Presence Functionality

    Overview Users can be given the option to pick LocalPresence as a caller ID (or the default caller ID for an entire team can be LocalPresence). When a prospect is called via Playbooks, It takes the pr...

  • How to Add a Conditional Field to Disposition Set?

    Overview You may want to add a conditional custom field to your disposition set that will be based on the call result (will be available only when a specific call result is selected) and want to know ...

  • Nothing is happening after click the DIAL button

    Overview You want to make calls to some accounts in Playbooks but nothing is happening when you click the DIAL button. It keeps showing unable to connect call and it seems that they don't link.   Info...

  • Can Playbooks stop pulling the first contact that appears on an account record?

    Overview You are wondering if there is a way for Playbooks to stop pulling the first contact that appears on an account record in Salesforce, because the first contact does not come with the indicatio...

  • Playbooks got stuck when trying to call a number

    Overview You were trying to call a number but the Application gets stuck, and it will no longer allow you to place other calls or click on the dial pad. There is also an engaged tone and the yellow DI...

  • Edit Call Disposition after Saving

    Overview You might want to edit a call disposition once it has been saved in Playbooks in case it was set incorrectly. Information Saved call disposition cannot be edited in Playbooks. You will need t...

  • Is there anyway to schedule a call after a Play has been completed?

    Overview You want to schedule a call once a Play is completed.    Information To schedule a call once that Play is completed, you must remove the record from that Play (or mark that Play successful) a...

  • I'm having issues with listening to Recordings

    Overview You clicked on the link to listen to a recording, but the Playbooks extension got activated like if you were not logged into the system.   Information To solve this problem, complete the foll...

  • Mark a dependent field to be "Required" or "Optional"

    Overview You have a complex call disposition with several sets of controlling/picklist fields in your call disposition settings. You want the dependent field controlled by schema to be OPTIONAL in one...