Interactive Orchestration with Guidance Drawer

The Interactive Orchestration with Guidance Drawer centralizes the entire sales workflow experience into an intuitive side panel. Instead of navigating across multiple screens, Sales Users can now view and act on all stage-specific objectives directly from one place. Each step can be completed, skipped, or guided based on orchestration rules, and real-time icons indicate the progress status. The drawer also previews upcoming steps to allow users to plan ahead or complete steps simultaneously. This feature enhances user engagement by keeping workflows contextual, visible, and action-oriented.

This feature offers the following business benefits

• Increased Sales Velocity: Reduces delays by allowing Sales Users to take action on multiple steps from a single location.
• Improved Sales Execution: Ensures no step is missed by giving full visibility into both current and upcoming objectives.
• Higher User Adoption: A cleaner, simpler interface keeps Sales Users engaged and confident in completing workflows.

Steps to Enable

You don't need to do anything to enable this feature.