As a Sales Manager for Best Run Bikes, you now require all of the Sales...

Playbook is a feature that helps you guide your sales team through the sales process by providing them with best practices, tips, and tasks for each sales stage. You can create and assign Playbooks to Opportunities based on certain rules and conditions. To achieve your requirement, you need to do the following steps:

Configure a rule for Expected Value that checks if the deal size is more than 50,000 USD. This will trigger the Playbook assignment when the condition is met.

Configure an Activity of type Appoint me that instructs the Sales Representative to schedule a meeting with the customer. This will be one of the tasks in the Playbook that the Sales Representative needs to complete.

Optionally, you can also configure the Activity of type Appoint me as mandatory, which means that the Sales Representative cannot move to the next sales stage until the task is done. References = Playbook, Creating Playbooks, Assigning Playbooks to Opportunities