Add details to an opportunity playbook (No CRM integration mode)
Applicable Roles:
- Administrators
Follow the steps below to add details to your opportunity playbook:
- Under Playbook Name, enter a name for your opportunity playbook.
- Add a description.
- Select tags for your opportunity playbook from the options available in the dropdown.
Tags can be used to identify the type of opportunity playbook or framework you use for your GTM business. For example, you can tag the opportunity playbook by size of the buying organization (i.e. SMB, Enterprise), sales region (North, South, East, West), or by a sales methodology (i.e. MEDDIC, Challenger, etc.) - Click CONTINUE.
Now you are ready to add stages to your opportunity playbook.
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