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Articles

  • Inserting Highspot Email Pitches

    Overview Highspot pitches insert attachments as a link within the email body. A thumbnail of the attachment is visible once it’s been selected, so you can review how your attachments look before sendi...

  • Using the Click-to-Email Feature

    Overview You need to email a prospect but you are not able to send emails. When you try to send emails, you cannot do it since the send option is disabled. This article explains how to solve this issu...

  • Disabling Email Notifications

    Overview Xant Playbooks provide you the ability to stop receiving notifications for certain types of email interactions. For example, you may want to block notifications about internal emails that con...

  • Setting Up Email Access for Exchange or SMTP in Salesforce

    Overview Xant Playbooks allows users to send emails directly from the product using their own Exchange or SMTP email accounts. Emails are tracked and representatives are notified when their prospects ...

  • Setting Up Email Access for Microsoft Office 365 (O365)

    Overview Xant Playbooks allows users to send emails directly from the product using their own Microsoft email accounts. Emails are tracked and representatives are notified when their prospects engage ...

  • Flagging Invalid Email Notifications

    Overview When you are experiencing issues with the notifications (I.E. an email notification does not look correct or you are receiving lots of notifications) Playbooks offers the option to flag it to...

  • "Email Authorization Required" Prompt

    Overview When attempting to send an email from within an Email Template or a Play workflow, it fails to send and you are seeing a message within your Playbooks Extension stating:  Email authorization ...

  • Updating Agent Email Connection

    Overview You have an existing email account configured (Gmail, Exchange, SMTP, or Microsoft Office 365) within Playbooks Extension and you are not able to send emails. You may need to change or reconn...

  • Error: "Server not responding. Please contact support" When Trying to Send Emails

    Overview  User is trying to connect (or reconnect) to their Email account, but they are unable to do so and cannot send emails . When trying to send emails, the following error is displayed: Server no...

  • Cannot Send Emails in Playbooks with Error: Must reauthenticate to send email

    Overview Multiple people may report issues sending emails through Playbooks using email templates out of Playbooks Extension. When trying to send an email, they receive an error:  Must reauthenticate ...