Opportunity Playbooks
Manage opportunity playbooks
Applicable Roles: Administrators Skillibrium admins can manage opportunity playbooks created without CRM integrations within the platform. Admins can update an opportunity playbook with new information or content, duplicate it, delete or archive an ...
Publish an opportunity playbook
Applicable Roles: 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: Review all customizations done. Click CREATE A ...
Customize the stages of an opportunity playbook
Applicable Roles: Administrators After selecting a template, your opportunity playbook is ready to be customized. The system merges the opportunity playbook stages you provide in Step 3 (add stages to a playbook) with a pre-populated set of 47 ...
Select an opportunity playbook template
Applicable Roles: 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) ...
Add stages to an opportunity playbook
Applicable Roles: Administrators Many organizations have a recommended set of tasks and guidelines for working on sales opportunities, from prospecting to closing sales with customers. Sales stages can vary from company to company. After providing ...
Add details to an opportunity playbook (No CRM integration mode)
Applicable Roles: Administrators Follow the steps below to add details to your opportunity playbook: Under Playbook Name, enter a name for your opportunity playbook. Add a description. Select tags for your opportunity playbook from the options ...
Create an opportunity playbook (No CRM Integration mode)
Applicable Roles: Administrators Skillibrium Execute provides customizable sales process playbooks that can be used to enrich opportunities. Admins can set up opportunity playbooks with no CRM integrations by following a 4-step wizard. Click EXECUTE ...