Xavier-Villarroel

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Activity overview

Latest activity by Xavier-Villarroel
  • Xavier Villarroel created an article,

    Overview of Track & Sync

    Overview Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. ...

  • Xavier Villarroel created an article,

    Troubleshooting Article - Unable to Access or View Plays

    Overview This article explains how to correctly troubleshoot issues related to accessing and viewing Plays. Some of the common symptoms related to this topic are: A Manager in Sales that is unable...

  • Xavier Villarroel created an article,

    Overview of Self Service Calendaring

    Overview The perfect scenario for every sales rep is to open their calendar application each morning to find their calendar already filled with appointments from interested prospects or customers. ...

  • Xavier Villarroel created an article,

    Add to Calendar Feature is not Working

    Overview You've realized that the functionality to add to the calendar is not working anymore.   Information Before being able to add calendar links to emails, users will need to configure their ca...

  • Xavier Villarroel created an article,

    Overview of Merge Fields and Placeholders

    Overview Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically insert ...

  • Xavier Villarroel created an article,

    Overview of Email Enhancements

    Overview Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables you to customize emails for your target aud...

  • Xavier Villarroel created an article,

    Good Number Marked As Bad Number by Playbooks

    Overview Playbooks is marking a record in your CRM as having a bad number. However, when you try calling such a number from your cellphone, you are able to get the call through to the number (It di...

  • Xavier Villarroel created an article,

    Is there a way to stay signed into Playbooks?

    Overview When signing into Playbooks, you have to sign in on the custom domain, so you want to work around this action to stay signed in.   Information This is not possible as the session cookies e...

  • Xavier Villarroel created an article,

    Getting Updates About Playbooks Outages

    Overview The Playbooks application is down at the moment and you want to get updates about known outages. Or, you want to check if there is an outage because multiple users in your company are expe...

  • Xavier Villarroel created an article,

    Cannot Reach the Call Paths

    Overview You cannot reach the call paths anymore. They were reachable previously but now you cannot open some of the call paths anymore, getting the following error:  An error occurred gathering Ca...