Create an opportunity playbook (No CRM Integration mode)
Applicable Roles:
- Administrators
Skillibrium Execute provides customizable sales process playbooks that can be used to enrich opportunities. Admins can set up opportunity playbooks with no CRM integrations by following a 4-step wizard.
Click EXECUTE from the menu bar.
Select Playbooks option.
3. On the right side of the screen, click the +CREATE A PLAYBOOK button. This will lead you to the opportunity playbook creation wizard.
Opportunity Playbook Creation Wizard
Follow the step-by-step guide outlined in the subsequent sections to navigate through the opportunity playbook creation wizard:
1. To create an opportunity playbook without integration, select NO (create a playbook in an integrated environment).
After creating your opportunity playbook, you can apply it to any opportunity within Skillibrium.
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