How to create a Sales guide to use in orchestrations
Greetings!
We are adopting orchestrations for our current implementation, and we would like to use the Sales Guide feature. I'll explain:
While creating a task inside a task step, you can specify a Subject, an appointment type, the due in days parameter, a description, and add an attachment.
Among the other information you can add to the task there is a "Sales Guide" option with a Guide Name combo box. I once configured an orchestration in a demo environment provided by oracle that had a Sales guide configured, and when performing that step, a form appeared on script that provided a series of questions and answers that served as guidance for that activity.