How do I edit a pre-existing playbook or journey?

How do I edit a pre-existing playbook or journey?

For more information on the Bridge platform's playbook template editors, see
  1. How Do I Create a Sales Playbook?, ...
  2. How to set up a Marketing Campaign Playbook, or...
  3. How to create a (onboarding) journey?.
It is only possible to make changes to a playbook if an account has at least "Edit Permissions" for Playbook Templates. Check with your admin if you are unsure whether your account has the correct permission levels. 

Go to Setup > Asset Management > Playbook Templates

Find the thumbnail-card for the playbook that you wish to edit, and then click on it's "edit" icon to access the playbook template editor. 



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