Overview You are unable to add a Accounts, Contacts, or Leads to Playbooks - you are experiencing this when pressing the Add to Playbooks button from your CRM (e.g. Salesforce) to add new records. You...
Overview Users may encounter issues when importing records (e.g., accounts or leads) from a CRM integrated with Playbooks (Salesforce or MS Dynamics). They may face the following symptoms: The followi...
Overview You find yourself unable to add contacts to Playbooks. When using the Add To Playbooks button from the contact record, Playbooks gets stuck and fails to finish loading. Solution Disconnect an...
Overview You may want to know how to start importing records from your CRM to Playbooks and adding them to Plays. Solution You can import records from Salesforce or MS Dynamics; alternatively, you ...
Overview You may want to configure Playbooks to remove records (accounts, leads, etc.) from agents when the records are reassigned to another owner in Salesforce or MS Dynamics. Solution A trigger to ...
Overview Records (e.g., Lead, Contact, or Account) that are added to Play are shown as not enrolled in Salesforce or MS Dynamics: The Playbooks icon isn't shaded and the Playbooks field section isn't ...
Overview You may want to have the record that you view in Playbooks to be automatically opened in Salesforce/ MS Dynamics, preventing you from having to switch back and forth between Playbooks and you...
Overview You may want to review a quick breakdown of the differences between enrolling an Account versus a Lead into Playbooks operationally and from the perspective of tasks performed by representati...
Overview You try to import records into Playbooks from Salesforce, but you are getting the following message as an error: Note: we were unable to update either the phone or email fields in your CRM fo...
Overview You may encounter an issue that data for custom record types (e.g., Responses) is not loaded when you enroll records in Playbooks. For example: Only a phone number is imported, while a name a...