Overview Playbooks allows reps to sort their tasks using standard sort options (By Last Name, By Play and Step, etc.). However, when it is more beneficial to sort the tasks using different criteria, M...
Overview Custom Sorts created by Managers can be used by reps to sort their tasks using custom criteria. This article describes how custom sorts your user has access to can be applied to your tasks. P...
Overview Existing custom sorts can be updated when tasks need to be sorted differently. This article describes how this can be accomplished in the Playbooks manager app. Prerequisites Access to the Pl...
Overview You may notice that Tasks are shown as created by Access User in Salesforce and you would like to switch the settings so that Tasks will be shown as created by End Users. Solution Managers or...
Overview You may encounter an issue that tasks created or updated in Playbooks are synchronized with your CRM very slowly. Solution This issue may happen when tasks are configured to be synced using E...
Overview You want a way to mass delete tasks associated with a play according to specific criteria (e.g. tasks that are overdue or tasks resulted from failed emails). Information It is not currently p...
Overview You have created a number of new Tasks (e.g., calls) in SMART and want to know if they will be enrolled into Playbooks. Information As SMART is integrated with Salesforce, Tasks that are crea...
Overview If you would like to prioritize calling your leads based on their open or unattempted status from Salesforce, you might want to sort your Playbooks tasks by those statuses. Information Curren...
Overview This article explains how to correctly troubleshoot issues where only calls or call and email tasks are not syncing to Salesforce CRM. Symptoms may include: Calls and Call Tasks aren’t syncin...
Overview You added a record (for example, a lead) from Salesforce and you are unable to locate it in Playbooks. Every time you load a record in Playbooks, you receive a message: This person was never ...