Overview You are trying to view your team's activities in Reports in Playbooks and your team or any of its members are not showing up as an option to select. Solution This issue may be caused by a bac...
Overview Playbooks users can create reports in Salesforce with data generated by completing tasks in Playbooks. This information will provide insights about the current email/call strategies when anal...
Overview As all customers are using Playbooks with CRM (usually, Salesforce as it is used by more than 80% of customers), it is important for them that data about Plays, agents, and tasks is synchroni...
Overview You might want to be able to run a report on the reply rates for emails sent with Smart Send against normal emails, to be able to compare using sends, opens, link clicks, and replies metrics....
Overview You may want to add the Caller ID field to your reports in Salesforce to see which calling number was used for each call (e.g., agent phone, local presences, custom number). Information Unfor...
Overview Your company may need to add the 'Playbooks call recording' field to your SFDC CRM system and want to know how to do it. Information Please have your Salesforce administrator install the Play...
Overview You may encounter an issue that the data in the Reporting tab in the Playbooks Manager app is lost or missing for a specific period (e.g. a week or two) for a specific team. Solution Such iss...
Overview You are running a report on Salesforce and want to filter your Leads, Accounts, Contacts, or Opportunities by a specific Playbooks Play Status like Scheduled Calls or Paused but cannot the st...