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How to Edit Playbooks

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Written by Sarah Beatty
Updated today

1. Click "Review"

2. Click "Playbooks"

3. Find the playbook you want to edit.
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​Note - only the owner of the playbook can edit the playbook. If you are not the owner, you can either Clone the playbook and make changes to the clone OR contact the owner of the playbook to implement the changes.

4. Click on the Gear icon

5. Click "Edit"

6. Find the rule you want to change and click on the pencil icon to edit it

7. Type in any changes you'd like to make

8. To delete a rule all together, click on the delete button

9. Click "Done"

10. Click "Save."

For more support or if you have additional questions, email our Support team at Success@spellbook.legal


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