Overview If you are enrolling Accounts into Playbooks you might want to mark a primary contact that will show up first in tasks. Information Currently, this is not possible, and Playbooks will use the...
Overview You may want to add a large number of records (e.g. 100) to a single Play and share them with a team mate to work on these contacts together. Information You can enroll a large number of reco...
Overview If a customer calls a rep back or sends an email reply, the rep does not have the ability to find the record in Playbooks to update it if it's a shared record. As a rep, I would like to remov...
Overview When you are working from your personal records, you can set and change the sort order, allowing you to work through records in any order that your shared sorts allow for. However, in working...
Overview You may want to review phone numbers of all linked contacts when you are going to send an SMS to an Account enrolled into Playbooks and want to know how to do it. As Accounts may include seve...
Overview You may notice that notes (added to accounts under the Activities tab) that are longer than two lines get truncated and only part of the note is displayed; as a result, you cannot read the fu...
Overview You want to know if an Account, Contact, Lead, or Opportunity record can be in two or more Plays at once, or how many Plays a record can be in at a time. Solution Any record (Contact, Lead, O...
Overview You want to know which data Neural Score is based on. You are also wondering what happens when there isn't any data to compare. Information Neural Score generates a basic score based on data ...
Overview When you attempt to add new Records (I.E. Leads) from Microsoft Dynamics into Playbooks, they are not added properly - after adding a record and trying to open it, you see the message that th...
Overview Users are seeing leads that they don’t expect to see. E.g. “Closed Won”, “Not Interested”, or leads from another Rep. Leads are getting assigned at random. This is affecting multiple users. ...