Overview A Rep may have made some calls from Playbooks for some records/leads, but those records/leads are still showing as call due or past due in Playbooks. These calls are recorded in Salesforce as...
Overview When enrolling a single record in a Play ( add a record to playbooks > choose a play > finish), Playbooks shows a summary screen saying: Congratulations! You have successfully imported 1 acco...
Overview You want your Reps to look at a list of all their Text Message threads with all active prospects in a single view, similar to how one can pull up a list of all your text threads on a phone. Y...
Overview You want functionality in Playbooks where a user can transfer a lead (or another record type) to another rep without losing the play progress Suggestions for how this should work: User opens ...
Overview If one of your contacts from a play wished to be unsubscribed you might want to know how to remove such contacts. Or, you wish to manually disconnect a contact to make false email notificati...
Overview You might want to allow your field reps to enroll records for other users who will be working on them. This allows separate reps who will be working on prospects identification and campaigns ...
Overview Usually, the time zone of a record is detected from the phone number attached to that record, but records without a phone number will not have a time zone attached. This can be a problem when...
Overview If you are importing records with 850 area code you might notice that the timezone is not being set correctly for it. It should be Eastern Time / Central Time. but it is set as Eastern Time /...
Overview You discovered that some leads were removed from your Plays in Playbooks, and when you are trying to add them back you cannot do it. Information To add leads from Salesforce to Playbooks, ...
Overview If you are using Playbooks Contactability Scoring you might notice that it is failing on leads with an error Scores Not Provided for Accounts because leads are being rated as accounts. Inform...