What is Playbooks? Review this quick video of how a user maximizes their time and energy using Playbooks to complete call and email tasks, including how to create Plays and assign to records.

The following steps need to be completed to setup Playbooks. Use this as your guide and if you have questions, feel welcome to reach out using our Chat bot located in the bottom right corner of your browser window.

  1. Import Playbooks Solution Files
  2. Configure the Playbooks Non-Interactive User
  3. Provision a Playbooks Account
  4. Playbooks Manager One Time Setup
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