Select an opportunity playbook template

Select an opportunity playbook template

Applicable Roles:
  1. Administrators 

Skillibrium Execute provides a default playbook template for all stages 1 to 20. After specifying your playbook stages, admins have the option to choose from a default template recommended by the system (Skillibrium) or select a standard template created by their organization (displayed as your organization's name) that aligns most effectively with their business. 
  1. Use the filter options - All, Skillibrium, or your organization's templates to define your preferred view. 



  2. To select a template, click the check box on the top left corner of the playbook card (in landscape view) or the check box under Select (in table view). 
           

  3. Click the Kebab menu () to preview the template.

         

  4. Click CONTINUE to proceed to customize your playbook stages accordingly.
                
Now that your playbook has a template, you can proceed to customize the stages of your playbook. 

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