If you are experiencing an issue with the 'Know Who is Engaged' box in Playbooks not allowing you to close it, this could be due to the disposition screen being up in the background. This problem can occur even if you are not an actual sales representative.
Follow these steps to resolve the issue:
- Fill out the disposition screen that might be up in the background.
- Try to reload the page and click close.
- If the issue persists, click the notification button to make the box go away.
- If the problem still persists, refresh your instance.
- If the issue continues, close and restart your instance.
By following these steps, you should be able to resolve the issue with the 'Know Who is Engaged' box in Playbooks not closing. If the problem persists, consider reaching out to support for further assistance.
- What if the 'Know Who is Engaged' box still doesn't close after following these steps?
If the issue persists after following these steps, it's recommended to reach out to support for further assistance.
- What is the disposition screen?
The disposition screen is a feature in Playbooks that allows users to categorize and track the outcome of their interactions.
- What does refreshing my instance mean?
Refreshing your instance means reloading or refreshing the webpage where your Playbooks is running.