Overview This article explains how to correctly troubleshoot issues related to Email notifications. Some of the common symptoms related to this topic are: You are receiving a huge amount of opened ema...
Overview You are opening Playbooks and the disposition screen is frozen or disappeared; you are stuck and cannot save call log or navigate away from the Call Disposition page - when you click on anyth...
Overview Logging in to Playbooks is accomplished with one click by taking advantage of the single sign-on feature for Salesforce and Microsoft Dynamics. When you sign in to your CRM, Playbooks uses th...
Overview You are having issues adding contacts to Playbooks because the Add to Playbooks button is not populating (that allows interacting with records) in the Dynamics lead view or contact view. Also...
Overview You are trying to connect to your Email or Calendar instance, but you are unable to do so, receiving the following error: Failed to initiate connection to OAuth Information This problem indic...
Overview This article describes the Email requirements needed in order to implement Playbooks. Information As reps send emails through Playbooks, those emails are tracked and reps are notified when ...
Overview This article describes the basic network infrastructure requirements needed in order to implement Playbooks. Information Websocket Traffic Playbooks utilizes websocket technology to ensure th...
Overview This article describes the minimum system requirements and CRM requirements needed in order to implement Playbooks. Information System Requirements Playbooks is available on most modern com...
Overview You might want to disconnect your CRM instance from the Xant Playbooks tool for troubleshooting purposes or to connect another CRM instance. In this article, we will show how to disconnect yo...
Overview The connection between your CRM and Playbooks allows you to primarily work directly from the Playbooks extension. A link between Salesforce and Playbooks must be established to update the inf...