Publish an opportunity playbook

Publish an opportunity playbook

Applicable Roles:
  1. Administrators

After customizing the stages of your opportunity playbook, the final step is to review and publish it. 

Follow the steps below to publish your opportunity playbook:
  1. Review all customizations done. 


       
  2. Click CREATE A TEMPLATE. 



  3. To publish the template, select YES. (To save the template as a draft and continue the editing later, select NO). 
Selecting YES will publish the template, allowing end users to apply this template to opportunities. Selecting NO will save this template as a draft, allowing you to continue to edit it.
           

Now you can use the playbook in any opportunity workflow.

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