Overview You may encounter an issue that a record within a Play is presented for you multiple times during a day after you have already actioned it, while all of the records enrolled into a Play shoul...
Overview If you are going to be OOO (out of office) in the near future you might want to finish tasks planned for the OOO days upfront to avoid having a lot of tasks when you will return. Information ...
Overview You may encounter an issue that no Plays are displayed in Playbooks or that some users in some teams have reported that they are missing the majority of Plays in Playbooks. Solution This ca...
Overview You are unable to create a Play and may encounter the following error: Failed to Create Play Solution Please clear cache & cookies and Site Data in your browser and try creating a Play again ...
Overview You are trying to create a Play but there is no option to create new Plays when you open the Plays section. Information To create a Play, you must ensure that your user has the correct perm...
Overview You might want to edit a play or its steps after records were enrolled. While trying to edit Play with records enrolled you are seeing the warning saying some Play aspects cannot be edited. ...
Overview If you are importing opportunities from your CRM into Playbooks you might notice that you are unable to assign plays to new imported opportunities. There are no available Plays. This may also...
Overview You may need to remove records from a play for yourself or a sales rep (e.g., who has left the company), to get rid of the past due tasks. Solution There are two possible ways to do it: Remov...
Overview If some of your Play records don't have phone numbers, you might want to filter Plays that have no phone numbers to prioritize work on records with phone numbers. Information Managers need to...
Overview You want to pause or reschedule all of your Plays / tasks so no automatic emails get sent out on a specific day (I.E. Memorial Day) Information When it comes to Scheduled Emails, bear in mi...