Overview You might want to disconnect your Calendar instance from the Xant Playbooks tool for troubleshooting purposes or to connect to another Calendar service. In this article, we will show how to d...
Overview You are unable to find the Playbooks extension (right-side tab) as it is not in your Chrome browser. Playbooks used to show on the side of your screen, but now it no longer does. The extensio...
Overview When setting up the connection between Playbooks and Microsoft Dynamics, you need to install the Playbooks Managed Solution to have the required fields added to your CRM for data created in P...
Overview Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) to be set up in Dynamics. It connects the CRM to the corresponding Playbooks account and synchronizes data betw...
Overview In this guide, you will learn how to install the Playbooks extension in regular environments and managed (enterprise) environments. You might need to install the Playbooks extension as a new ...
Overview If you are using Playbooks to call your leads you might need to check if your Agent phone number is configured correctly sometime after configuration. Solution Open Playbooks. Click Menu. Cli...
Overview You want to integrate Gong with Playbooks, but you are having trouble finding the fields to do so. Information Currently, Playbooks doesn't support integrations with Gong. You can contact s...
Overview When you open a record in Salesforce Lightning the Add to Playbooks and View in Playbooks options are missing from the actions menu, or as a yellow button is missing in Salesforce classic. ...
Overview Playbooks leverages users’ settings to automate tasks. These tasks become due based on the time zone Playbooks has selected. If the time zone Playbooks has selected is wrong, you can change t...
Overview You may want to know if you can use Playbooks in the Microsoft Edge browser (e.g., when Chrome is disabled for you). Information Please note that Google Chrome is the only supported browser. ...