Overview You have finished a task in a task bucket and want to move on to the next record, but clicking the Next arrow does nothing. Solution Make sure that your Playbooks Extension is up to date, the...
Overview You may encounter an issue that you have no tasks for today in Playbooks, while you had multiple Future tasks displayed when checking the day before. Solution This issue may happen if you pau...
Overview You may want to add a step to a Play for reps to contact prospects via Social Media and want to know how to do it. Information You can add a LinkedIn step to a Play for reps to reach out to c...
Overview If you are enrolling opportunities into Playbooks you might notice that Playbooks shows tasks while you don't see any opportunities. Information Tasks might be shown for other record types, e...
Overview Automatic time zone detection does not work. Many or all of your phone call tasks don't include the time zone. You cannot sort your tasks by timezone because of this. Solution This issue happ...
Overview If you are checking your due tasks before leaving work to make sure it is blank you might still notice that the next day you start working emails unexpectedly appear in the past due tasks lis...
Overview If you are checking your due tasks before leaving work to make sure it is blank you might still notice that the next day you start working calls unexpectedly appear in the past due tasks list...
Overview You may want to have the name of the contact displayed along with their phone number on the Call Task page so that you know who you are calling without having to look in your CRM. Information...
Overview You may want to know which actions in Playbooks will allow you to collect the most points for your Leaderboard Rankings. Information Your ranking increases based on the number of high value a...
Overview When opening the notification list (by clicking the Bell button) you might notice that it still contains individual reminders which don't require your actions any longer (e. g. scheduled call...