List View

The list view is a stage-agnostic way to manage your content. Use this view if you'd like to see all content created in a list view. All cards appear in this view by default.

Cards View

Cards view gives you a kanban board, a visual look into where each of your cards sits in terms of Opportunity Stages.

Through this view, you can easily add or change the Opportunity Stage Signal of a playbook card, determining when the card will pop up.

Here's how:

  1. On the Card view.

  2. Click on the Opportunity Stage you want to create a playbook card for, or select "Add new card" next to the Opportunity Stage.

  3. The playbook card will pre-set that Opportunity Stage.

  4. Optional: Add a category to help organize all of your playbook cards.

  5. Choose your keyword signals.

    • Add in keywords separated by the ‘Enter’ key. There’s no limit to how many keyword signals you choose.

  6. Optional: Add a role signal.

    • This is based on your team's Salesforce role assignment.

  7. Give your card a title.

  8. Write your talking points.

  9. Toggle the card to "Published".

Note: It’s not required to add a Stage signal to any of your content cards. However, it definitely helps in refining and curation of enablement pieces.

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