Overview: You might be getting an error Could not create a play while trying to make a copy of a Play. Chrome DevTools will show Teams list contain invalid teams error. Information This issue is being...
Overview You are trying to open Plays, but when you click Plays, you see an error saying cannot load users. Solution Log out and back into Playbooks to refresh your connection. To do so, click Sign Ou...
Overview You are unable to skip steps in Plays. Your skip button does not show up. Solution Please clear cache & cookies and Site Data in your browser. This should allow Playbooks to request the pro...
Overview You want to clear all Plays, delete all tasks or unenroll/delete records for yourself or a team member. A Rep is on a sick leave and never deactivated his Plays and has a lot of overdue tasks...
Overview You want to know if it's possible to change a Play's name after it's been created and in use. Information You can change a Play's name and it won't create issues with the functionality of t...
Overview You want to know if it's possible to add comments to completed Plays, or when a lead is removed from a Play. Information By design, there is not a way to add closure comments when a user re...
Overview You want to know if a Play can be changed once it is active and has records in-flight (For example, moving the call from Day one to Day two for a specific Play). Information Currently, Plays ...
Overview You are wondering why are you getting notes in the activity on a contact that you did not put in there. You want to know where these notes in plays are being generated from. Information Not...
Overview You may want to know if a Play for a specific record can be paused automatically when the corresponding contact books a meeting with you via Playbooks calendaring. This will help avoiding cas...
Overview Your account has some issues to view the Plays created by some other teams. However, your colleagues and your manager can view all the plays created by these teams. Information Make sure th...