Overview You may have recently set up Playbooks, or recently reconnected to your CRM, so you need to know how to add a user to Playbooks. Admins and Team Managers can use the Teams page of the Playboo...
Overview Playbooks allows you to create specific teams that unify agents with a distinct initiative. You can add as many teams as your structure requires. In this guide, you will learn how to create a...
Overview Deleting a user removes them entirely from Playbooks. Deleting a user will remove any data the user has from Playbooks, but will not delete or change any Plays this user has created. Tags cre...
Overview You used to have access to the Playbooks Manager application previously but for some reason, you are not able to get into the application anymore (It seems not to recognize your address anymo...
Overview Users who are not enabled with lightning access might report an error No Access To Lightning while trying to access records in Salesforce. Solution Settings for records access and updating ...
Overview If you are a Playbooks Manager you might run into a situation when your users need their passwords to be reset and it is easier to reset passwords yourself instead of directing users. Solutio...
Overview You are wondering how you can apply a set of call dispositons for a new group of users. You may have one team who can see the call disposition set, and another team who cannot. You would like...
Overview You are a manager in Playbooks, and you want to know how to add Account records to Playbooks so that your teams can make calls for those Accounts within Plays. Information There is no way fo...
Overview If you are an Admin or a Manager you might want to be able to force switch user's email sync setting on from your side. Information This is not an option in Playbooks right now but is being c...
Overview If you are an Admin or a Manager you might want to be able to allow or forbid users to control their email settings toggle switches including CRM Email Sync using company-wide settings or per...