Sales Orchestration - How to Reorder Steps
Summary:
Hi,
We have a Sales Orchestration for Lead and want to reorder the steps:
The issue is that the Guidance panel on the Lead doesn't follow the Diagram but the order in which the steps were created. For example, in our orchestration, when the user is on the "Pre-EA needed?" (the first step in the above screenshot), they should be navigated to the step "Pre-EA Approval" (third step in the above screenshot) as per our diagram. While the step actually gets activated successfully as per our diagram's flow, the Guidance panel on the lead doesn't reflect that properly:
We should actually see the "Pre-EA Approval" step on the Guidance panel, but that is not the case. It seems like the Guidance panel follows the order of the steps defined in the Orchestration instead of the flow defined in the Diagram.