Angela Guzman Rusinque
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Activity overview
Latest activity by Angela Guzman Rusinque-
Angela Guzman Rusinque created an article,
Cannot Create Call Recordings API Key
Overview You want to allow a third-party application like Gong to access your organization's call recordings but are unable to create the API key or token. In the Manager App, you go to Settings > ...
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Angela Guzman Rusinque created an article,
Cannot Filter Salesforce Report by Scheduled Call Playbooks Play Status
Overview You are running a report on Salesforce and want to filter your Leads, Accounts, Contacts, or Opportunities by a specific Playbooks Play Status like Scheduled Calls or Paused but cannot the...
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Angela Guzman Rusinque created an article,
Viewing Colleague's Scheduled Tasks
Overview One of your colleagues has scheduled multiple calls and you want to make sure you are able to follow up on those calls after they leave the company. Information To be able to see all call ...
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Angela Guzman Rusinque created an article,
Merge Fields Overview
Overview Merge Fields allow Playbooks users to personalize email templates and cue cards for prospects before engaging with them. Playbooks will automatically insert record information after pullin...
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Angela Guzman Rusinque created an article,
"Is At Most" Operator in Robot Not Working for Date Field
Overview You are using the "is at most" operator for a date field in your robot's criteria section. You have noticed that this operator is not working as expected, because when setting the robot's ...
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Angela Guzman Rusinque created an article,
Unable to Download the Task Sync Log
Overview You are trying to download the Task Sync Log in the Playbooks Manager app, but the Task Sync page is apparently blank. However, when highlighting the Task Sync page you notice the followin...
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Angela Guzman Rusinque created an article,
Troubleshooting Article - Issues Dispositioning a Call
Overview This article explains how to troubleshoot issues when trying to disposition a call. The symptoms for these are: No fields are displayed in the disposition window. The "An error occurred s...
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Angela Guzman Rusinque created an article,
Can a distribution list email be the sender of an email template?
Overview You may use group distribution email addresses within your organization when sending emails to prospects and you want to know if it is possible to set up email templates in Playbooks with ...
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Angela Guzman Rusinque created an article,
Email Sent From Playbooks Has Different Formats/Font Sizes
Overview You are sending an email from Playbooks that uses two or more snippets and when you check the email from your sent folder, you notice that the text has different font sizes. Information Th...
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Angela Guzman Rusinque created an article,
Adding Duplicate Records
Overview You are trying to manually add a record to Playbooks but the message "The following X contact already exists in your Playbooks. You'll be able to assign this contract to a new play later i...