Overview You are trying to add people to your Salesforce CRM from within Playbooks PeopleFinder, but you are receiving an error message similar to the following: 97 people could not be created in your...
Overview You are enrolling a new record into Playbooks, but the record information isn't showing up once you do so. Solution The likely cause of this issue is that Salesforce is down. You can check th...
Overview You may want to know if a user can manually add a record from CRM that is owned by another user. Information Representatives can manually import records that are owned by a different user. Ho...
Overview As a Manager, you might need to reassign records and change owner based on a particular criteria, e.g. Salesforce Program (which mapped to a Play in Playbooks) to a new Agent, if you are curr...
Overview If you are bulk importing contacts from Salesforce CRM into Playbooks you might be not able to, because you don't have the option to click and select all of the contacts at once. The checkbo...
Overview You may want to know how to check if there are any records (e.g., contacts) added or enrolled into Plays for a person. Information Run a report in Salesforce or Dynamics CRM and filter the re...
Overview You are currently keeping track of important leads externally to Playbooks, such as via writing down notes to yourself. You are wondering if there is built-in functionality within Playbooks t...
Overview Hunting for the right contacts to reach out to consumes a lot of time that representatives could spend engaging with prospects. PeopleFinder (also known as Find New People) brings intelligent...
Overview You are trying to add some records to a Play but you are getting the following error msg: Record limit reached. Remove records in order to add new ones. Information When the user reaches th...
Overview You made a modification in the CRM (i.e. Salesforce) like adding a new custom field, and you want to push the sync between Playbooks and such CRM so you can see the changes immediately in Pla...