QuickPlays can be enabled and disabled for use in Salesforce. When enabled QuickPlays that match your recommendation triggers will be displayed for reps in Salesforce. When disabled, the QuickPlays button is removed altogether.

To enable QuickPlays begin by going to Settings

Click on the QuickPlays menu in Settings. You'll notice a checkbox labeled "Show QuickPlays in Salesforce". Check that checkbox to enable QuickPlays in Salesforce.

It's best to disable QuickPlays in Salesforce until you've created the right coaching and best practices content for the sales situations you care about. You can then enable QuickPlays in Salesforce to make them live.

  • Creating and Configuring QuickPlays
  • How QuickPlays Behave in Salesforce
Did this answer your question?