Overview: You are getting automatic email pop-up notifications that offer to accept or ignore it and would like to find out what are their purpose. Information This is an urgent Team task that you can...
Overview If you are using custom sorts for Plays you might want to add more than one play to a single rule criteria, preferable a predefined list of plays that won't be affected by a Plays name change...
Overview You may want to create a custom sort to organize task around a certain theme (i.e. using a custom CRM field) so that users could review just tasks related to a specific value of the selected ...
Overview If you are using Custom Sorts you might want Playbooks to show users the total count of all tasks that fit the custom sort rules and those that don't. Currently, Playbooks doesn't show tasks ...
Overview You have just added new leads to your Playbooks and put them under a Play, but nothing is coming up for them in your tasks. You are wondering why you are not seeing any new tasks. Solution Mo...
Overview Because your dashboard only shows you tasks due today, you want to see tasks due later. Specifically, you are wondering if there is a way tasks can show up even if they're not due yet. Inform...
Overview You are wondering if you can add an SMS task as a step in a play, just like you can add a call or an email task. Information No, you cannot do so at this time. The functionality for adding an...
Overview Playbooks isn't tracking any of your tasks or some tasks aren't synced while others are. You've noticed that your outreaches are not showing up in your Playbooks dashboard or reflecting in yo...
Overview You are wondering where to click to get to your next task after sending an email via Neural Send (SmartSend). Information After clicking to confirm sending an email via Neural Send, there ...
Overview When trying to send an SMS text during a Play Task, you notice that when you copy and paste your message (for example, copying and pasting the message from the cue card on the current step), ...