Prospect Records
- Playbooks Play Step Number On Rejected Leads Is Shown as 0 in Salesforce
- How to Bring Back Records Deleted from Playbooks and Assign to Same Reps?
- Troubleshooting Article - Records Are Not Displayed as Enrolled in Playbooks
- How to Sort Records Based on Close Date Field in Playbooks?
- Adding Duplicate Records
- Huge Number Of Leads Is Showing Up in Urgent Queue and Is Not Removed by Robot
- Troubleshooting Article - Records Removed From Playbooks Unexpectedly
- Only X More Records Can Be Added until You've Reached Playbooks' Limit
- Overview - Process of Adding Records From CRM into Playbooks
- Deleted Playbooks Users' Records don't Look Unenrolled in Salesforce
- Records Unenrolled by Playbooks Admin or Removed from Playbooks Unexpectedly
- Add Contact Details to Records
- Assign Recently Added Records to a Play
- Contact was not Enrolled in Playbooks
- Additional Filters for People
- Unenroll a Number of People from a Play at Once
- Can I Add Multiple People to Playbooks at Once?
- How can I select the "ALL" option on People, Accounts or Opportunities section?
- The buttons to access Playbooks on the Leads, Accounts and Views are missing
- Play Status Field Remains "In-Flight" After the Record Is Removed
- Records with Toll Free Numbers are Assigned AST Time Zone instead of No Time Zone Set
- Contactability Score Error on Lead - Scores Not Provided for Accounts
- Some leads were removed from Playbooks and I cannot add them back
- Timezone is not being Set Correctly for Imported Records with 850 Area Code
- Setting Local Time for People and Account records without phone numbers or with incorrectly auto-detected timezones
- Allow to Enroll Records for Other Users
- Manually Removing Records from Play or Playbooks
- Transfer a Lead (or other Record type) to Another Rep without Losing the Play Progress?
- Can I see all SMS Text Message Threads with an Active Prospect in a Single View?
- Remove Summary Screen when Enrolling a Single Record