Help Document
About the Playbooks Module


    The Playbooks module allows easy access to a collection of different assets within a single location. Assets may include collateral, article posts, courses, or documents within the document library and are compiled to give sales teams and partners a streamlined access to various resources across sales stages. As a sales enablement tool, different playbooks can be made for different products, categories, teams, or partners.

    Once a playbook is compiled, users will have the ability to browse and compile their own personal playbook from their favorite resources. Playbooks can be easily updated to reflect the rapidly changing aspects of your organization and collateral. Filters allow quick and easy playbook browsing.

    Collateral can be configured to have custom co-branding, and once co-branded assets are imported into the Playbooks module partners can directly download the documents with their own branding and company information.

    Video for Playbooks Module:




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