Branching in Sales Orchestration
Summary:
Hi,
Is it possible to create branching conditions in the Sales Orchestration process?
For example:
Let's say we have 4 Sales Stages:
- Initialize
- Analyze
- Design
- Construct
Now, on the first stage, we want the sales rep to have an option to move to either Stage 2 or Stage 3. For this, let's say we have a custom checkbox on the opportunity called "Is Analysis Required?". When on Stage 1, if the rep marks this checkbox as Yes, the orchestration should move to Stage 2 and show the associated tasks and objectives. But if the rep doesn't mark it as Yes or leaves it blank, the Orchestration should skip Stage 2 and move straight to Stage 3.