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Branching in Sales Orchestration

edited Oct 16, 2024 1:19PM in Sales 5 comments

Summary:

Hi,

Is it possible to create branching conditions in the Sales Orchestration process?
For example:

Let's say we have 4 Sales Stages:

  1. Initialize
  2. Analyze
  3. Design
  4. 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.

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