Overview You may want to enable time zone filtering for Shared Records as a setting for a Team or Company to make sure that representatives are not calling prospects too early or too late. Information...
Overview You may want to have a setting to allow users who have a scheduled call to override the call restriction only after giving a reason why. Information Unfortunately, the feature to allow users ...
Overview Users may be receiving emails when Plays are marked as not successful and you want to stop these automated emails from being sent. Information There is no feature in Playbooks to send emails ...
Overview You run time-sensitive campaigns where one email needs to go out the same day and a second email needs to go out the day after, with call step(s) in between. If you cannot make the call to al...
Overview You exported a file through the Export option and a .play file was created. However, you are trying to open the file but it won't open. Information Play files have a .play file extension, a...
Overview You are working on a Play that you may want to share with someone else, so that they can work on it as well or instead. You are wondering if there is a way to send them the Play. Solution The...
Overview You want to know how to edit a Play to remove steps or tasks. You may have already enrolled records into that Play. Information Please note that once there are records enrolled in the Play, y...
Overview You have newly imported information such as contact records into a Play, but it is not showing up within Playbooks. You may notice other out-of-date or incomplete information -- for example, ...
Overview You are looking at the status of your Plays and you notice that some of them say failure. You are wondering what exactly does it mean for a Play to be a failure in this context. Information W...
Overview You have completed a Play, but it is showing as a failure. You must manually mark it as a success. You are wondering if there is an option or a default that you can set that will mark Plays a...