Prospecting and Using Playbooks

Calling and emailing from Playbooks; productivity features; managing the extension

Janae Galindo avatar Andrew Thompson avatar Allen Davis avatar +1
31 articles in this collection
Written by Janae Galindo, Andrew Thompson, Allen Davis and 1 other

Introduction To Playbooks

What do I use Playbooks for? What is a Play and how do I create one? What are some high-level examples for day-to-day use?
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Written by Janae Galindo
Updated over a week ago

Get Started - New Playbooks End Users

It can be daunting to start using a new tool, but it doesn't have to be. Use this checklist of things new users can do to get started.
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Written by Janae Galindo
Updated over a week ago

Playbooks Dashboard

What are the features of the Playbooks Dashboard?
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Written by Janae Galindo
Updated over a week ago

Managing your Caller ID

Playbooks offers multiple options for your Caller ID to aid with getting in touch with prospects
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Written by Andrew Thompson
Updated over a week ago

How Calls are Made with Playbooks

Understand how calls are made, things to avoid, and best practices
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Written by Janae Galindo
Updated over a week ago

Task Management Strategies

How to use Playbooks to structure your day - Filter & Sort options, Skip a Step, Reschedule a Step, and Set a Callback
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Written by Janae Galindo
Updated over a week ago

Call Log - Completing the Call Disposition

After you complete a call, enter notes in the Call Log and indicate the end result of the call
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

Creating Pre-Recorded Voicemail Messages

How to create a pre-recorded voicemail message
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Written by Andrew Thompson
Updated over a week ago

Scheduling a Call (Callback)

How to set a callback.
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Written by Janae Galindo
Updated over a week ago

Do Not Call & Do Not Email

Feature that will prevent users from calling or emailing records marked as Do Not Call or Do Not Email in your CRM
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

Playbooks Insights

Insights provides relevant information about your prospects at your finger tips
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Written by Andrew Thompson
Updated over a week ago
Emailing & Email Templates

Create an Email Signature

How do I create an email signature to be added to my Playbooks emails?
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Written by Janae Galindo
Updated over a week ago

Completing an Email Task

Sending emails in Playbooks that are part of a Play
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Written by Janae Galindo
Updated over a week ago

Creating an Email Template

How to create a new Email template for Email steps or Click-To-Email
Allen Davis avatar
Written by Allen Davis
Updated over a week ago

Email Templates - Best Practices

Get the most out of email templates using these template features, guidelines, and recommendations.
Allen Davis avatar
Written by Allen Davis
Updated over a week ago

Email & A.I - Email NeuralSend

Send an email at the time it is most likely to be opened
Allen Davis avatar
Written by Allen Davis
Updated over a week ago

Imbed Video in Your Email Messages

Watch a 2 min demo of Vidyard GoVideo Integration for Playbooks and learn how to imbed and create video messages for emails.
Janae Galindo avatar
Written by Janae Galindo
Updated over a week ago

Email Attachments

Add attachments to your emails
Allen Davis avatar
Written by Allen Davis
Updated over a week ago

Email Notifications & Tracking

What kinds of notifications will I be able to see from Playbooks?
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Written by Janae Galindo
Updated over a week ago

Email Templates - Managing Library

Use Tags to filter and quickly find Email Templates and share Email Templates with your team
Allen Davis avatar
Written by Allen Davis
Updated over a week ago

Installing the Playbooks for Outlook Add-In

Learn how to add custom O365 add-ins including and which O365 permissions are needed
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Written by Mark Littlefield
Updated over a week ago

Playbooks for Outlook Overview

Learn how to use the Playbooks O365 Plugin
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Written by Mark Littlefield
Updated over a week ago