Solution playbooks are pre-set business and industry solutions that you can present and promote to your customers. To access the solution playbooks, follow these steps:

  1. From the homepage, hover over the navigation menu item “Sales Playbooks.”


  1. Click on “Solution Playbooks” from the drop-down menu.


  1. Solution playbooks are divided into two categories: business size and industry; select a tile under one of these categories that align with your search.


  1. Once you click into a tile, you will find a list of assets.