Opportunities
Generate and export a client book
Applicable Role All Follow the steps below to generate a client book: Click EXECUTE in the menu bar and click Opportunities. Select an opportunity. Click Client Book. The right panel allows you customize your cover page and index. Click the cover ...
Upload and process content using Skillibrium Cortex|AI
Applicable Roles All Skillibrium utilizes its proprietary AI engine, Cortex|AI, as a query retrieval tool to index uploaded content within opportunities. This content can include meeting summary documents, shared customer presentations, or internal ...
Complete Opportunity Playbook questions/notes manually or with Skillibrium's Cortex|AI
Applicable Roles All Opportunity owners can provide answers to questions or notes within an opportunity by utilizing text fields that support both formatted text and images. They have two options for providing answers: Manual Input: Opportunity ...
Edit an opportunity
Applicable Roles All Skillibrium users can update an existing opportunity from the Opportunity Details page. Note that integrated opportunities will be in read-only format. Edits should be made in the CRM system for integrated opportunities. Follow ...
View all Skillibrium opportunities
Applicable Roles All Deals can take time to progress through the sales process; a user may have many active opportunities at a time. Skillibrium lets you view all your opportunities in one easy-to-read table view, allowing you to sort, filter, and ...
Create opportunities
Applicable Roles All Opportunities in Skillibrium are used to manage potential deals. Opportunities are linked to accounts. You can integrate opportunity records from solutions like Hubspot or Salesforce. Or you can create opportunities local to ...