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 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.
On the Card view.
Click on the Opportunity Stage you want to create a playbook card for, or select "Add new card" next to the Opportunity Stage.
The playbook card will pre-set that Opportunity Stage.
Optional: Add a category to help organize all of your playbook cards.
Choose your keyword signals.
Add in keywords separated by the ‘Enter’ key. There’s no limit to how many keyword signals you choose.
Optional: Add a role signal.
This is based on your team's Salesforce role assignment.
Give your card a title.
Write your talking points.
Use bullets and numbered lists for the most impactful content.
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.
Explore more tips for creating more actionable sales playbooks with Dooly.