How to Change an Opportunity Playbook in Skillibrium

Change the playbook of an opportunity in Skillibrium Execute

Applicable Roles: 
  1. All 

Skillibrium users in Execute can change the playbook associated with an opportunity. This action will permanently delete all existing data in the old playbook and is irreversible. Skillibrium uses AI to populate the information from the old playbook to the new playbook. 

Follow the steps below to  change the playbook associated with an opportunity:
  1. Click Execute from the menu bar and select Opportunities.



  2. Click an opportunity.



  3. Click the Details tab.



  4. Click Manage.



  5. Select a new playbook from the dropdown.



  6. Click CHANGE.