Many have been asking if it is possible to create a customized playbook or to create a playbook in another language. The answer, is yes.
It is possible for you to create your very own sales playbook by following the steps below :
Log into your Ciara account. In the top left corner, click on the button button called "playbooks" as shown below.
You will then be directed to a page of you current playbooks where you also have the option to create a new playbook. Press the "new playbook" button to get started.
Fill in the blanks with a name and description for your playbook. You can also choose who you want to be able to see your playbook. Then press "ok" to continue.
Once you are re-directed to the page on which you can create your customized playbook, you will have the option to create a new stage, and name it. If you decide to name your playbook differently later on, you can always go back and edit!
Under each stage, you can add as many steps as you like. To do this, click on the "new step" button.
For each new step, you can name the step, and fill in text for your playbook.
Keep repeating these steps until you have completed your playbook.
Congratulations! You now know how to create your own playbook!
If you have any further questions, let us know, we'd be happy to help! ☺️