Overview If you are converting a Lead during a call, logged task activity will be created without relation to the created contact a.k.a. becomes an orphaned task. Steps to Reproduce: Log into a Salesf...
Overview You might want to see future tasks and their advanced details in the following situations, while currently Playbooks allows to only see generic details of future tasks (day and count): Finish...
Overview You might have Play tasks that are overdue/due the same day but you have outreached to them the day before. Information This might happen if you have contacted a prospect while it was enrolle...
Overview You might want to receive push notifications on a mobile phone for either email track and sync events or attention-required alerts to stay engaged and notified. Information This is not an opt...
Overview You may want to know if managers can limit which sort options are available to their reps. For example, you are only using the Contactability Model, however, sort options Neural Score and Mar...
Overview You might want to know how are Start Today’s Tasks and personal/shared records lists are integrated & how are tasks prioritized when presenting to agents. Information When you click into your...