Overview You may want to know if you or your sales reps can send SMS from Playbooks to prospects who are not enrolled into any Play. Information Once you have an SMS enabled DIN assigned to your accou...
Overview You or your rep is trying to make outbound calls from Playbooks, but the call is not connected and the following message is played: Sorry you're having trouble. Your message has been sent. Pl...
Overview You may encounter an issue that the Click-to-Call and/or Click-to-Email features are not working properly in your CRM, facing one of the following symptoms: Phones or emails are not hyperlink...
Overview You want to provide an external organization or a third-party application with the ability to download some of your organization's call recordings from calls made through the Playbooks produc...
Overview You cannot reach the call paths anymore. They were reachable previously but now you cannot open some of the call paths anymore, getting the following error: An error occurred gathering Call ...
Overview Playbooks is marking a record in your CRM as having a bad number. However, when you try calling such a number from your cellphone, you are able to get the call through to the number (It dials...
Overview Users may encounter an issue that they are unable to download call recordings. This article provides instructions on how to troubleshoot and resolve such issues. Flowchart Instructions Check ...
Overview There are different types of phone numbers involved when using Playbooks - agent number, agent leg number, caller ID, LocalPresence numbers, DINs, etc. This article explains these numbers and...
Overview One of your colleagues has scheduled multiple calls and you want to make sure you are able to follow up on those calls after they leave the company. Information To be able to see all call tas...
Overview You want to allow a third-party application like Gong to access your organization's call recordings but are unable to create the API key or token. In the Manager App, you go to Settings > Cal...