Customize Opportunity Playbook Templates in Skillibrium

Customize the stages of an opportunity playbook

Idea
Applicable Roles:
  1. Administrators

Each stage in an opportunity playbook template can be configured by adding new categories, steps, items, and follow-up questions.

Follow the steps below to customize your opportunity playbook template: 
  1. Click the kebab menu () on the stage's card.


  2. Click Edit to reveal a right panel.



  3. Click + NEW CATEGORY and then click + Add Category to add a new category.





  4. Enter a category name and choose an appropriate icon.

     

  5. Enter a step name.



  6. Enter details for the item (by default, the first item is set to Notes and Questions).



  7. To add a new step, click + NEW STEP.

     

  8. To add a new item, click + NEW ITEM.



    Items can either be a web link, a training item, notes and questions, or a template. 



  9. Click SAVE CHANGES to confirm the changes.