Overview
Your Playbooks instance is stuck in the same lead and does not show the other records, so you have to manually pick up each lead in the Task.
Information
This behavior can be observed when a filter is configured for the current Task. Using Filters is a common practice to focus your efforts on calls that will bring you success, or prospects with the highest Priority Score.
You can check if a filter is configured in the view, and remove it by completing the following steps:
- Open the Playbooks plug-in and go to the Playbooks menu.
- Select the Tasks option.
- Click on the Filter menu.
- Check if there is any filter configured in the Filter Tasks screen (by play or by tag) and change it or remove it if needed.
- Click on the APPLY yellow button to apply the changes.
Comments
0 comments
Please sign in to leave a comment.