Opportunity Playbooks
Integrate training items to your organization's opportunity playbook
Applicable Roles: Administrator Administrators can enhance their organization's opportunity playbooks by integrating training items. Administrators will be able to select a training item and choose from a range of courses or lessons available in the ...
Change the playbook of an opportunity in Skillibrium Execute
Applicable Roles: All Skillibrium users in Execute can change the playbook associated with an opportunity. This action will permanently delete all existing data in the old playbook and is irreversible. Skillibrium uses AI to populate the information ...
Manage opportunity playbooks
Applicable Roles: Administrators Skillibrium admins can manage the opportunity playbook templates created within the platform. Admins can update an opportunity playbook with new information or content, duplicate it, delete or archive it, and add ...
Customize the stages of an opportunity playbook
Applicable Roles: Administrators Each stage in an opportunity playbook template can be configured by adding new categories, steps, items, and follow-up questions. Follow the steps below to customize your opportunity playbook template: Click the kebab ...
Create an opportunity playbook template
Applicable Roles: Administrators Skillibrium Execute provides customizable sales process playbook templates that can be used to enrich opportunities. Only Skillibrium administrators can set up opportunity playbooks templates within Skillibrium. ...