Overview You are moving leads into a new play, but they are staying in the previous play. Those leads have been originally enrolled by a robot. Information Ensure that the robot enrolling those leads ...
Overview You have many records enrolled in one play, and you want to enroll those records into a different play. You are wondering how you can move records from one play to another. Information This ...
Overview You need to pause all Plays or all activities (i.e., automatic emails) and tasks in Playbooks so that prospects don't receive communication during certain period (i.e., holidays or blackout d...
Overview You have completed the last Play step for a record (e.g., account or contact) but it is still being served for you multiple times during the day. Solution Try restarting your Google Chrome br...
Overview You would like to know how to build out a Play. Please follow the steps below to be able to build new Plays in Playbooks. Solution You must have the Manage Plays permission to be able to c...
Overview You might want to prevent people from utilizing Play further and make it unavailable for enrollment at some point. Solution If you want to keep the Play you can remove Teams from it: Open Pla...
Overview You may want to know how Playbooks treat contacts who respond to your email - will it automatically mark the Play as successful? Information Plays will not be marked as successful automatical...
Overview If you would like to change email once the play has already started and has people enrolled, you might wonder if changing an email for a play will change that email for each contact in that p...
Overview You want to know if by creating a task within a Play (in Playbooks) it will create the task on SFDC (Salesforce) instance. Information Once you create a task in Playbooks, it will not be re...
Overview You may want to know how to automatically enroll records from your CRM into Plays. Information After creating a Play, you need to create a Robot with criteria matching the records you want to...