<aside> 💡 As an Admin, you can customize your team's sales playbook or choose from proven frameworks to enhance your sales process. Here's how to get started:

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Accessing the Playbook Editor

• Click your profile icon in the top right
• Look for "Edit Sales Playbook" in the dropdown menu

Important Note About Changes

When you make changes to your playbook, remember:

Playbook changes will apply to calls from this week and all future calls for your team

Available Playbook Templates

Choose from proven sales methodologies:

• MEDDIC
• Challenger Sales
• SPIN
• SPICED
• Standard Sales Playbook

Personalize Your Experience

• After selecting a template, simply check or uncheck individual components to customize the playbook to include only what matters most for your team's sales process.

💡 For a fully customized playbook tailored to your specific sales process, upgrade to our Enterprise plan. Book a demo to learn more.

Pro Tips

• Start with a proven template and customize it to your needs
• Make incremental changes to help your team adapt