Opportunities
Create a custom button to open Skillibrium playbooks in Salesforce
Applies to: Salesforce System Administrators To eliminate the need for manual lookups and navigation between systems, Salesforce system administrators can create custom buttons within Salesforce that link directly to the corresponding opportunity ...
Generate and export a client book
Applies To: All Skillibrium allows users to generate and export all collected sales information as customizable client books (PDF documents). Users have full control to hide or show specific categories, activities, and items within the document. ...
Upload and process content using Skillibrium Cortex|AI
Applicable Roles All Skillibrium provides an interface that allows opportunity owners and sales representatives to upload all content related to their opportunity in a central location. When an opportunity owner uploads content in the content tab, ...
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. For any opportunity created locally, all the list of items are editable in the DETAILS tab. Integrated opportunities will be in read-only ...
View all opportunities in Skillibrium
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 ...