Articles

• How to Move phone numbers from any platform to Playbooks

  Overview You have a number that is currently being used in PowerDialer (or any other platform) so you want to move it to Playbooks.   Information Reach out to your Customer Success Manager to have the...

• Playbooks Interface Elements are Unresponsive

  Overview You might be experiencing Play drop-down menu options, email placeholders, or other interface elements being unresponsive, while you click on them nothing is happening. Solution This might be...

• Users don't have the calendar Icon shown in the Email screen

  Overview As an admin, you haven't figured out why some users do not see the add calendar link button. There is no difference in the settings for these users.   Information The calendar icon will disap...

• Playbooks Application Setup

  Overview You need help downloading, setting up and Logging into the Playbooks application.   Information Installing the Playbooks Chrome Extension Installing the Playbooks extension is the first step ...

• Playbooks and Salesforce Performance is Slow or Degraded

  Overview You have noticed that Playbooks is loading very slowly and lagging at random periods of time affecting your daily tasks. When you navigate through the application, it loads extremely slowly. ...

• Playbooks seems to be connected, but you see no Plays and you are disconnected from the Management App perspective

  Overview You cannot connect to the CRM. On your profile, it shows that you are connected to CRM, but on Playbooks Manager it shows that you are not. Also, you don't have access to your team Plays, con...

• The newest version of "Playbooks" has been disabled because it requires more permissions

  Overview You are the admin and you are logged into Salesforce and Playbooks. However, you don't see the Playbooks panel and your tasks while in Salesforce. Others users in your organization have repor...

• Where do I create a new user?

  Overview You want to know where can the Create User information be found, to create users in Playbooks.   Information To create a new user in your platform, you must contact Support so the user is cre...

• How to Receive Email Notifications When Access User Is Disconnected From CRM?

  Overview You may want to configure email notifications that will be sent to users (admins) when your Access/ Integration user gets disconnected from your CRM. Information The feature to receive email ...

• Playbooks Is Not Connecting to Salesforce

  Overview Your Playbooks stopped working or connecting to your Salesforce CRM (e.g., after deleting and installing the Playbooks extension again) and you cannot log in with Salesforce or the hyperlink ...