Overview You might notice that records like accounts are being unenrolled by Playbooks Admin or automatically removed from Playbooks and you are not sure why this started happening. Information This ...
Overview You might notice that records don't look unenrolled in Salesforce CRM for a deleted Playbooks user. Information When you delete a user in Playbooks it does unenroll them from Playbooks, howev...
Overview To be able to work on prospect records in Playbooks (i.e., follow the cadence defined within a Play by the manager), customers need to import prospect records from their CRM into Playbooks. T...
Overview If you are trying to add more records to Playbooks you might notice a warning, while you might think that you are not yet close to the limit: Only X more records can be added until you've rea...
Overview You may encounter an issue that records are unexpectedly removed from Playbooks or marked as unenrolled by Playbooks Admin in your CRM. Flowchart Instructions Check If You Have Removed any Pl...
Overview You may encounter an issue that a high number of records (e.g., 12,000) in Urgent Tasks in Playbooks, which were added to Playbooks by a robot after a spam attack on your CRM. Also, these rec...
Overview You are trying to manually add a record to Playbooks but the message The following X contact already exists in your Playbooks. You'll be able to assign this contract to a new play later in th...
Overview You may want for your team to be able to sort records pulled by a robot based on Close Date, showing the ones with more recent Close Dates first. Information You can create a custom sort for ...
Overview Users may encounter an issue that records that were added to a Play are not shown as Enrolled to Playbooks in the CRM. Also, the Playbooks icon isn't shaded and the Playbooks field section i...
Overview Some records were accidentally removed from Play or Playbooks and you want to know if Support team can bring these records back and assign to the same agents. Information Unfortunately, recor...