Benji-Bizzell
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Activity overview
Latest activity by Benji-Bizzell-
Benji Bizzell created an article,
Filter or Sort options are not up-to-date
Overview While Sorting or Filtering Tasks in Playbooks Extension, the available filter or sort options are not up-to-date. You have added new content for filtering but are only seeing out-of-date f...
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Benji Bizzell created an article,
Sorting, Filtering, and Searching for Tasks
Overview You find that you need to reduce the total number of records you are actively working on. For example, you want to filter your records to find all of your Paused Tasks. Playbooks allows yo...
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Benji Bizzell created an article,
Pausing Records within a Play
Overview Depending on your industry or prospect, you may need to pause your sales motion to accommodate any number of circumstances. For example, you will be out of the office or shift your focus a...
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Benji Bizzell created an article,
Snoozing a Task or Step within a Play
Overview When you have the right task or step available within a Play, but you need to complete it at another time, click the snooze button so that you can get back to it at a later date. Soluti...
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Benji Bizzell created an article,
Salesforce Reports: Play Status Reports
Overview Play Status Reports provide a view of the current status of records and tasks within each Play. It’s important to note that the Lead Status field of the record will not indicate if it has ...
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Benji Bizzell created an article,
OAuth Errors appear when sending emails using an existing Gmail or O365 email connection with Playbooks Extension
Overview Agents are unable to send emails through Playbooks Extension when using a Gmail or O365 account. They receive the error stating, "Unable to Fetch User OAuth Settings: Undefined" or "Error ...
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Benji Bizzell created an article,
Cannot Send Emails in Playbooks with Error: Must reauthenticate to send email
Overview Multiple people may report issues sending emails through Playbooks using email templates out of Playbooks Extension. When trying to send an email, they receive an error: Must reauthenticat...
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Benji Bizzell created an article,
Routing Inbound Calls in Playbooks
Overview While using Playbooks Extension, you may need to change your Calling Preferences. For example, to route the inbound calls to your Softphone, instead of to your Browser via WebRTC. This art...
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Benji Bizzell created an article,
Enabling Call Preferences
Overview Users will only have access to the default Call Preference unless their manager changes this preference through the Playbooks Manager’s app. You want to provide your Team with permission t...
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Benji Bizzell created an article,
Updating Agent Email Connection
Overview You have an existing email account configured (Gmail, Exchange, SMTP, or Microsoft Office 365) within Playbooks Extension and you are not able to send emails. You may need to change or rec...