Opportunity Playbooks: Guided Selling for Reps
Learn to use Playbooks to follow established best practices for your sales org
About this course
In this course, you'll see how Playbooks can help you follow your org's sales methodology with ease.
You'll learn how to:
- Access and follow your sales playbook
- Create a Mutual Action Plan with the click of a button
- Visualize the impact of delays on your sales cycle
Where to access Opportunity Playbooks:
- Salesforce Opportunity pages, under the "Playbooks" tab
- If you're having trouble finding it in your instance, reach out to your Rev Ops Team. Admins have the ability to choose different labels and locations for this application.
