Overview Play Status Reports provide a view of the current status of records and tasks within each Play. It’s important to note that the Lead Status field of the record will not indicate if it has tas...
Overview You may want to know how to look up successful records and how they are identified as success or not. Information When representatives complete Plays and achieve the goal (e.g., set a lead or...
Overview Installing an unmanaged package is a huge time saver for Salesforce administrators because they contain the new fields and pre-built reports that combine the new fields and existing Salesforc...
Overview Once you have installed an unmanaged package, the reports are sorted into different folders by report type. Reports are available from every unmanaged package, so you have to make sure Email ...
Overview You are trying to load your Playbooks Reports page, but the page is not loading. Instead, you see the loading animation play endlessly, telling you that the application is creating beautiful ...
Overview If you are using robots you might notice periodical API utilization spikes which might affect Playbooks performance in a negative way. In this case, you might want to request your API usage r...
Overview You may want to have a report which would confirm that Smart Send is providing real value for for reps on a daily or hourly basis (i.e., to see if there is a significant uplift against manual...
Overview You are wondering if there is any way to export a list of the contacts that have looked at your emails or opened links. Information This is not possible directly within Playbooks, but you can...
Overview As a Manager, you created a report of All Activities for a group of reps on your team. While using the Pagination button, the first page shows, for example, the reps from 1 to 5, but the seco...
Overview You want to filter mixpanel based on the users within a specific team. Information By design, Playbooks does not allow to filter mixpanel based on the users within a specific team. However,...