Please Select Your Sales Role

With this release, when you log in to Playbooks you'll be asked to select your sales role. We will be using this information to bring additional improvements to Playbooks in the future. You will only need to select this once.

If you select the wrong role and need to change it, you can alter your role by going to settings. This in no way changes any features or how the product functions.

Playbooks checks the standard Do-Not-Call and Email Opt-Out fields on Leads/Contacts in the CRM every 12 hours to determine if a person is Do-Not-Call orEmail Opt-Out. This means that if you load a record that was marked as do-not-call/do not email within the last 12 hours, you will still be able to call or email them in Playbooks.

Improved Auto-Updating Experience

Some users have experienced issues with Playbooks updates failing. We have been focused on resolving this issue. With this release, Playbooks updates now happen more seamlessly. This means you'll continue to benefit from frequent product updates, but not have to worry about update failures.


Playbooks enables reps to click on phone numbers to make calls but has not given reps the same capabilities for email. With Click-to-Email, reps can now click on any email address in Salesforce or Dynamics and the Playbooks email compose window will open. By sending emails through Playbooks, reps benefit by having the email logged to the CRM, the email interactions tracked, and access to Playbooks email templates.

Click-to-Email can be optionally disabled by going to Settings in Playbooks,clicking Email, and unchecking the box "Click-to-Email"

Improved Click-to-Call

Reps have been able to use click-to-call to click on phone numbers on leads,contacts, and accounts to make calls, but sometimes there is a need to call a phone number on different types of records in the CRM - like Cases,Opportunities, or custom objects.

With this update, Playbooks now makes all phone numbers in the CRM click-able, regardless of record type (object). All calls will be related to the record they are made from.

Custom Caller-ID Support

Reps can enter in a custom number to use as their caller-id on outbound calls.This may be useful, for example, if a rep wants to make an outbound call using their desk phone but display their cell phone as the caller-id so returned calls goto their cell.

To set an outbound caller-id to a custom number, go toSettings, click Phone, in the Caller ID section click Edit,select custom number and enter the number. Save the caller-id.

Other Product Improvements

  • Playbooks now collects what the sales role is of a user. This will be used in the future to better customize the product by what certain types of reps do in the product.
  • Resolved an issue where users could not connect to email from the first-time setup screen.
  • Resolved an issue for Dynamics where users could not resume paused tasks.
  • Resolved an issue where the first-time user experience was opening on each login.
  • Resolved an issue where Future Tasks were not being displayed.
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