Overview The formatting (bullet points, boldface, paragraph spacing, etc.) of Play Steps Copy is different when previewing without editing from the formatting seen while editing. This is the case when...
Overview You may want to know how to mass remove records, e.g. leads and contacts, that have no email from a Play as email tasks are not being sent due to the following error: This email couldn't be a...
Overview You wonder how to clear out the Playbook fields in several accounts from a rep who left the business and didn't get the accounts out of Plays. Information After you have deleted a Rep accou...
Overview You are often calling/emailing many different Plays, and some of which there is no need for you to receive email notifications, so you want to know if it is possible to enable/disable Playboo...
Overview As an administrator of your organization, you want to stop a representative's workflow (Play) in case this rep is out of office (OOO), was fired or quit the organization. Information By des...
Overview You are wondering if there is a way to mass assign plays to a team, instead of going into each individual Play at the time. Information It is possible to assign Plays to teams massively. Th...
Overview You may want to be able to add steps to a Play that will require reps to have a video call or send a video presentation to prospects via email or LinkedIn, so that reps know the communication...
Overview This article explains how to correctly troubleshoot issues related to Email connections. Some of the common symptoms related to this topic are: You are getting the following error An error oc...
Overview You need to delete some users, but don't want to lose all of their Plays, so you wonder if there is a way to transfer their plays to another user first to avoid loosing data. Information If...
Overview You enrolled into a Play a list of prospects that you would like to reach. However, if you haven't been able to reach them when the Play is over, you want to move them automatically to anothe...