Overview Users can make outbound calls to prospects from Playbooks when following a cadence defined within a Play. Also, users can receive inbound calls within Playbooks. Data about incoming and outbo...
Overview You are making calls from SF and once you disposition a call in Playbooks, the following message comes up in Salesforce: The record you were editing was modified by Integration User during yo...
Overview Users can make calls from Playbooks either using a cell phone or softphone number configured as their agent phone (phone-based calling) or directly from Google Chrome using a headset connecte...
Overview You are trying to disconnect the agent leg from Playbooks, but you are getting an error: Unable to disconnect agent leg. Please try to hangup from your device manually to continue. This stops...
Overview After ending a call on Playbooks, usually, the phone between Playbooks and your phone held the call so it no would no longer ring your phone when dialing the next number. However, that is not...
Overview This article explains how to troubleshoot issues when trying to disposition a call. The symptoms for these are: No fields are displayed in the disposition window. The An error occurred saving...
Overview You have a rep located in Australia who is trying to use the local presence, but calls are not dialing. And you want to know if there is a local presence for Australia (or any other country)....
Overview You may encounter an issue that the Local Presence feature is not working - your agent number is displayed as Caller ID to prospects when making calls through Playbooks. Flowchart Instruction...
Overview After converting from Classic to Salesforce Lightning, you encounter an issue that phones are not hyperlinked and you can't click them to initiate a call in Playbooks and emails are hyperlink...
Overview The Call Path determines how a call is routed when it reaches the Playbooks system. It consists of various elements which can be configured in the Playbooks Manager App depending on how you w...