Overview You are trying to enroll opportunities to be worked through Playbooks. However, the phone fields you currently pull for those opportunities are pulling a text that says, Same as above. So you...
Overview You see the following error when viewing Call Monitoring page and you cannot listen to live calls: You have reached the maximum number of Call-Monitoring pages that you are allowed to have op...
Overview You may encounter an issue that your personal number is displayed to prospects when you are making outbound calls. Information This issue may happen when you have your Caller ID configured to...
Overview You received a call back from a prospect to your personal number while you called them using a Local Presence number and didn't share your cell number, and you think that Playbooks didn't mas...
Overview You might notice that CRM User First Name Merge Field is not populating on Playbooks Call Steps even though data for the merge field is in the CRM. Information This is a known bug that has be...
Overview You might notice that completing call steps in Playbooks is resulting in missing tasks. Email tasks appear to log without issue but phone calls are intermittently missing or vice versa. Infor...
Overview You might be wondering if activities are being created if you use the dial pad or make a click-to-call for a person enrolled in a Play, but not pulled up in Playbooks. Information Yes, the ca...
Overview You might be not able to add comments while on a call using Playbooks which requires you to save call disposition and then come back into it to make the addition on the notes. Information Try...
Overview You get an error when trying to place a call via Playbooks: Unable to connect call; Please try again. You are trying to place calls by pressing the dial button in a Play, or by dialing an ad-...
Overview You might want to add a description field to activity history in Playbooks to make pre-call research quicker by avoiding going through the Activity History in CRM and opening individual tasks...