As a Sales Manager, you want to create a Playbook for Leads and Opportunities.

Playbooks are a set of activities and actions that guide sales representatives through the sales process. Playbooks can be created for Leads and Opportunities, and they can be grouped by Sales Phases or Status. Sales Phases are the stages of the sales cycle, such as Qualification, Proposal, or Negotiation. Status is the current state of the Lead or Opportunity, such as Open, In Progress, or Won. Playbooks can be grouped by Sales Phases for Opportunities, as each phase may require different actions and tasks. Playbooks can also be grouped by Status for Leads, as each status may indicate the level of interest and readiness of the Lead. Playbooks cannot be grouped by Status for Opportunities or by Sales Phases for Leads, as these are not relevant or meaningful criteria for grouping. References = Introducing SAP Sales Cloud Version 2, 2:00-2:40. Playbooks in SAP Sales Cloud Version 2, 0:20-1:10. Set Up Guide for SAP Service Cloud Version 2, page 28-29.