Create an opportunity playbook template
Applicable Roles:
- Administrators
Skillibrium Execute provides customizable sales process playbook templates that can be used to enrich opportunities. Only Skillibrium administrators can set up opportunity playbooks templates within Skillibrium.
Follow the steps below to create a new opportunity playbook template:
1. Click EXECUTE from the menu bar.
2. Select Playbooks option.
3. On the right side of the screen, click the + CREATE A PLAYBOOK button.
4. Add details to your opportunity playbook.
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.)
5. Set the appropriate status for the playbook.
6. Click + NEW STAGE to begin adding stages to your opportunity playbook and customize it according to your needs.
7. Insert a stage name and click CREATE. You can create as many stages as required for your opportunity playbook template.
8. Click the kebab menu (
) on each card to customize the stages of the opportunity playbook template you created.
9. Click SAVE CHANGES.
10. To publish this opportunity playbook, change the status to Published.
- End users can apply only published opportunity playbook templates to opportunities.
- Admins can edit an opportunity playbook that is in Draft status.
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