Alexandr Oliynyk

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Activity overview

Latest activity by Alexandr Oliynyk
  • Alexandr Oliynyk created an article,

    Reporting Data Is Missing for a Certain Period

    Overview You may encounter an issue that the data in the Reporting tab in the Playbooks Manager app is lost or missing for a specific period (e.g. a week or two) for a specific team. Solution Such ...

  • Alexandr Oliynyk created an article,

    Playbooks Populates the Next Step Due Date Field in Salesforce with the Past Date

    Overview You may encounter an issue that the Playbooks Next Step Due Date field is populated with past dates (e.g., 2 days back) in Salesforce and a step was already completed after that. Additiona...

  • Alexandr Oliynyk created an article,

    Overview of SMS Messaging in Playbooks

    Overview On top of sending emails and making calls, Playbooks allows users to send SMS to their prospects. This article provides an overview for the SMS feature in Playbooks. Setting Up SMS in Play...

  • Alexandr Oliynyk created an article,

    Troubleshooting Article - Cannot Download Call Recordings

    Overview Users may encounter an issue that they are unable to download call recordings. This article provides instructions on how to troubleshoot and resolve such issues. Flowchart Instructions Ch...

  • Alexandr Oliynyk created an article,

    Can We Allow Users to Share Plays With Others When Creating a Play?

    Overview You may want to know if it is possible to enable reps to share a Play with other teams when you are creating a new Play. Information It is not possible to allow sharing a Play when you are...

  • Alexandr Oliynyk created an article,

    Troubleshooting Article - Click-to-Call or Click-to-Email Features Do Not Work

    Overview You may encounter an issue that the Click-to-Call and/or Click-to-Email features are not working properly in your CRM, facing one of the following symptoms: Phones or emails are not hype...

  • Alexandr Oliynyk created an article,

    Message: "Sorry you're having trouble. Your message has been sent. Please try again later. Goodbye" When Placing Calls

    Overview You or your rep is trying to make outbound calls from Playbooks, but the call is not connected and the following message is played: Sorry you're having trouble. Your message has been sent....

  • Alexandr Oliynyk created an article,

    Can We Send Ad Hoc SMS to Prospects Outside of Play?

    Overview You may want to know if you or your sales reps can send SMS from Playbooks to prospects who are not enrolled into any Play. Information Once you have an SMS enabled DIN assigned to your ac...

  • Alexandr Oliynyk created an article,

    Playbooks Play Step Number On Rejected Leads Is Shown as 0 in Salesforce

    Overview You may notice that the Playbooks Play Step field is set to 0 for records (e.g. leads) that were marked as Rejected in your CRM, while there were activities performed for the same records ...

  • Alexandr Oliynyk created an article,

    Overview of Call Paths

    Overview The Call Path determines how a call is routed when it reaches the Playbooks system. It consists of various elements which can be configured in the Playbooks Manager App depending on how yo...