Overview You may see an alert on the Trophy Icon, and your team scores may not be showing. Clicking that alert shows you an error message: Playbooks is having trouble retrieving your rank and score, t...
Overview After starting using Playbooks, you may notice that numerous checkboxes appear next to contacts after switching to another tab and opening the Contacts tab for an Account in Salesforce Classi...
Overview You may want to utilize integration options between Playbooks and MS Dynamics that do not use credentials to establish the connection; this is needed to enhance the security of your data. Inf...
Overview The Playbooks' Outlook plugin is not allowing you to login using your Salesforce credentials, but you already confirmed that the credentials are correct. Information When you observe issu...
Overview You are wondering how can you have your daily metrics shown when clicking the trophy icon, instead of the rankings. Information By design, Playbooks only show the user's ranking within a te...
Overview You are having issues logging in to Playbooks via Salesforce and you are getting the following error: {error:internal_server_error,message:An error occurred, please try again.} Your Browser's...
Overview You may encounter an issue that one of your team member's Playbooks have disconnected from your CRM (e.g., Salesforce) and want to know how to fix it. Solution The user should follow the step...
Overview When you click on the SMS reply notification, you want Playbooks to open the SMS conversation within Playbooks so to avoid clicking the SMS icon and find the right number where the conversati...
Overview You are wondering if you can use chat with Playbooks Customer Support. Information We're happy to announce that we enabled chat support, so customers can leverage this new channel by loggin...
Overview If you are just getting started with Playbooks you might be getting a blank white screen when trying to open the application. Solution The reason for this might be a lack of OS/browser mainte...