Creating a Playbook
Learn all you need to create a well-structured Playbook that meets your organization's business needs.
Course Progress
About the Course
You will learn to:
- Understand the Guided Selling process and prepare the business hierarchy.
- Create and manage Question Groups (QG).
- Decide under which circumstances to present a QG.
- Create questions and learn about different answer types.
- Discover mandatory questions, presentation rules, and conditional answers.
Course Outline:
- Getting Started
- Access and Work
- Guidelines for creating an efficient Playbook
- Creating a Playbook - Settings
- Question Groups
- Adding Questions
- Advanced options
- Creating a Playbook End-to-End
- Summary
- Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
