Adding links to your Opportunity Playbook

Click the link below for a demonstration of how to add links to your Opportunity Playbook.
Adding links to the Playbook

1. In Maximizer; select the Opps Viewer.
2. Select an opportunity currently in progress and click the Playbook Icon.

Click Edit Playbook.

Select a stage and click Add Link.

Enter an appropriate title and corresponding URL.

Click Add Link.

Click Close.