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Creating a Playbook
Creating a Playbook
Learn all you need to create a well-structured Playbook that meets your organization's business needs.
Course Progress
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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:

  1. Getting Started
  2. Access and Work
  3. Guidelines for creating an efficient Playbook
  4. Creating a Playbook - Settings
  5. Question Groups
  6. Adding Questions
  7. Advanced options
  8. Creating a Playbook End-to-End
  9. Summary
  10. Quiz
Duration
60 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
300
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