Overview You use Result Notes as your primary field for capturing call notes in the Playbooks Call Disposition. The Activity Feed only shows the standard subject field, therefore reps can only see pre...
Overview You are trying to make outbound calls by dialing directly from Playbooks or by clicking on a prospect's number in Salesforce (i.e., using Click-to-call) but encounter the following error: Una...
Overview You may want to mark certain prospect records as 'Do Not SMS' (e.g., for compliance reasons) and have this value synced between Salesforce CRM and Playbooks or remove such records from Playbo...
Overview If you have clicked on a CRM call recording link for a missed inbound call for a record with no matches in Playbooks or CRM, you might notice that the phone number might be reversed on the pa...
Overview You're not getting desktop notifications when you receive an inbound call or email. Information To solve this problem, you have to make sure you turn on the Email Notifications setting (Ema...
Overview You purchased some additional licenses for additional phone numbers (SMS-Enabled or not) and you need them to be provisioned for your organization. Information For this request to be proces...
Overview When pulling up records to dial via Playbooks In Salesforce, the phone number field fails to hyperlink for click-to-call if the record is opened in the Sales Console (Salesforce Classic). The...
Overview Reps have the ability to switch what Caller ID is presented, so you want to see what Caller ID was used to place a call when dialing through Playbooks, in order to maintain consistency when c...
Overview When you dial in Playbooks and you receive at the same time a call, you are obliged to accept the call that is received right after in a different platform (I.E. Microsoft Teams), so you want...
Overview You are getting the ''Try this number again?'' notification after making a call to a prospect and wonder what is the purpose of this feature. Information Often, when a rep makes a call that e...