Overview You are having issues with Playbooks because your tasks are not showing up. When you open your tasks, Playbooks isn't loading your tasks for the day, and the error Playbooks is having difficu...
Overview You may encounter the following error when opening a Task in Salesforce integrated with SMART: Content cannot be displayed: Dependent class is invalid and needs recompilation: Class TestUtili...
Overview You are wondering if there is a way to specifically view contacts that have been enrolled in a Play but have not been emailed yet. For example, you may have recently imported contacts from Sa...
Overview You might notice that some leads are repeating their Play steps, so tasks that were completed look like they were not. Information There is an open Engineering problem, which requires live ...
Overview This article explains how to correctly troubleshoot issues where the error message is This person was never added to Playbooks or their record has been removed is displayed when: Deleted cont...
Overview You may have scheduled a call task in order to call back someone at a more convenient time, but in doing so, you set an incorrect time or date. You want to know how to change the time on a sc...
Overview You noticed accounts not being shown on your dashboard. Going through accounts, you can see you have multiple tasks left to complete, but Playbooks is only showing you some of them. For examp...
Overview Calls and disposition results are not linking or being logged to your CRM (e.g. Salesforce ) after you have created a custom validation rule on the Task page for users to update certain field...
Overview You have tasks assigned for today, that are showing that you have fewer accounts loaded into Playbooks. You are sure you have many more accounts loaded in Playbooks, so the tasks are not show...
Overview Users may have issues logging activities, tasks, or adding records to Playbooks and see the following error message popping in the CRM: List view failed to load, please refresh your page Solu...