Did you create a great sales playbook and would now like to share it with your team so that they can also experience your success?😎 Then follow the steps below. ⬇️
Log into your Ciara account and click on the "playbooks" button in the top left corner.
Then, select the playbook which you would like to share with your team and press the "clone" button.
- You now have the option to re-name the playbook if you would like.
- Be sure to select the "all users from my team can view this playbook" button. This is how you ensure that the playbook will be visible for everyone on your team. 🕺
You have now successfully cloned the playbook for your team to see.
If you choose to do so, you can go ahead and delete the playbook out of the private playbook section. This way, you will only have the playbook listed under your team playbooks.
And voilà! you now know how to share individual playbooks with your team. 🙆🏻♀️😃