Overview As an alternative to sharing a Play with an entire team, you can export the Play file (.play) and share via email or other file sharing methods. Once the Play has been shared, the user who re...
Overview You want to modify the Play that a group of existing records within Playbooks is assigned to. You can bulk assign/add or remove the records enrolled in a play from the People menu. Solution...
Overview When you have the right task or step available within a Play, but you need to complete it at another time, click the snooze button so that you can get back to it at a later date. Solution ...
Overview Depending on your industry or prospect, you may need to pause your sales motion to accommodate any number of circumstances. For example, you will be out of the office or shift your focus and ...
Overview You find that you need to reduce the total number of records you are actively working on. For example, you want to filter your records to find all of your Paused Tasks. Playbooks allows you t...
Overview While Sorting or Filtering Tasks in Playbooks Extension, the available filter or sort options are not up-to-date. You have added new content for filtering but are only seeing out-of-date filt...
Overview You may need to add new tasks to existing Plays and want to know how to: Add new Play steps. Add wait time between Play steps. Solution Notes: You need to have the Manage Plays permission in ...
Overview Once Plays are created, they are all listed on the Plays main screen. Managers can narrow down (filter) the list of Plays shown by Team, Tag, or User. From the drop-down menus, the manager se...
Overview You may want to know if it is possible to create templates for the Phone Call, LinkedIn, or Other Play step types in order to quickly import steps when creating Plays. Information Unfortunate...
Overview While you are creating your Plays, you wonder how many steps can be added as a maximum within a single Play. Information A Play is a sequence of activity attempts that help you progress thr...