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Playbooks Support
Playbooks - Prospect Records
Articles
Section description:
Playbooks Play Step Number On Rejected Leads Is Shown as 0 in Salesforce
How to Bring Back Records Deleted from Playbooks and Assign to Same Reps?
Troubleshooting Article - Records Are Not Displayed as Enrolled in Playbooks
How to Sort Records Based on Close Date Field in Playbooks?
Adding Duplicate Records
Huge Number Of Leads Is Showing Up in Urgent Queue and Is Not Removed by Robot
Troubleshooting Article - Records Removed From Playbooks Unexpectedly
Only X More Records Can Be Added until You've Reached Playbooks' Limit
Overview - Process of Adding Records From CRM into Playbooks
Deleted Playbooks Users' Records don't Look Unenrolled in Salesforce
Records Unenrolled by Playbooks Admin or Removed from Playbooks Unexpectedly
Add Contact Details to Records
Assign Recently Added Records to a Play
Contact was not Enrolled in Playbooks
Additional Filters for People
Unenroll a Number of People from a Play at Once
Can I Add Multiple People to Playbooks at Once?
How can I select the "ALL" option on People, Accounts or Opportunities section?
The buttons to access Playbooks on the Leads, Accounts and Views are missing
Play Status Field Remains "In-Flight" After the Record Is Removed
Records with Toll Free Numbers are Assigned AST Time Zone instead of No Time Zone Set
Contactability Score Error on Lead - Scores Not Provided for Accounts
Some leads were removed from Playbooks and I cannot add them back
Timezone is not being Set Correctly for Imported Records with 850 Area Code
Setting Local Time for People and Account records without phone numbers or with incorrectly auto-detected timezones
Allow to Enroll Records for Other Users
Manually Removing Records from Play or Playbooks
Transfer a Lead (or other Record type) to Another Rep without Losing the Play Progress?
Can I see all SMS Text Message Threads with an Active Prospect in a Single View?
Remove Summary Screen when Enrolling a Single Record
Why are records/leads, for which calls were already made, still showing up as call due or past-due?
Users seeing Random Leads in their Playbooks, Which don’t Belong to Them
Adding new Records from Dynamics is not working properly
Where does Neural Score get its data, and how does it work?
How many Plays can an Account, Contact, or Opportunity record be in at a time?
Cannot Read Entire Note In Playbooks
Can the Numbers of The Related Contacts Be Displayed when Clicking on SMS From an Enrolled Account?
How do I choose different custom sorts when working with shared records?
How do reps view shared records in Playbooks from the record in Salesforce?
Is It Possible to Add a Number of Records to a Single Play and Share Them With Someone to Work With?
Allow Designation of Primary Contact When Enrolling Accounts
Can the sync between the CRM and Playbooks be forced to happen now?
Too Many Records Error When Importing Records to Playbooks
What is PeopleFinder and How to Use it
Is there a way to highlight, star, or mark as important certain leads?
Checking Records Enrolled into Plays for Person
Bulk Select Contacts Checkbox is not Available
Re-assign Records Enrolled in Plays to a New Agent
Can User Manually Import Record Owned by Another Representative?
Record information isn't showing up in Playbooks after enrolling a new record
Can't add records to CRM from PeopleFinder
Information For Custom Records (e.g. Responses) Is Not Imported Into Playbooks
Error: "We were unable to update either the phone or email fields in your CRM"
Differences Between Enrolling Accounts and Leads
Enabling the Change CRM View Option To Automatically Open Linked Records
Salesforce Records Are Not Showing as Enrolled in Playbooks
Enabling Monitor Ownership Changes for Records
Adding Records to Playbooks
Playbooks fails to finish loading when adding contact record
Troubleshooting Article - Importing Records
Cannot Import New Records to Playbooks and Assign to Plays From Salesforce CRM