Best Practice Guidance from Orchestrations
If your administrator has create best practices for handling the lead or the opportunity you are working on using the Orchestration feature, then you will see an additional Guidance panel in the record overview. The panel displays any recommended steps as you work. The recommendations automatically create either a task for you to accomplish or an appointment for you to schedule. You can also view the goals you are to accomplish using these tasks. Aside from the recommendations, the orchestration can also take automated actions behind the scenes as you work. For example, if you fail to reach someone by phone, the application can send a mail-merged follow-up email and remind you to call again in a few days.
Here's a screenshot of an opportunity overview showing the key features of the Guidance panel.
| Callout Number | Description |
|---|---|
| 1 |
The Guidance panel displays the current recommended step. |
| 2 |
Clicking the action button initiates the action, such as opening a window, starting a Zoom call, or displaying information for you to act on. Clicking the Send Email button opens a compose window where you can create your email, for example. If the administrator has included a suggested template, the template is applied automatically. The action button includes the option to mark the step as already complete. You can also click Skip to move on to the next step. In this case, the step is marked as not complete. For steps that don't use smart actions, salespeople can either click Completed or Skip. Both options move the orchestration to the next success step. Clicking Completed closes the task and also marks any objective linked to the step as complete. |
| 3 | The Stage Objectives lists the objectives for the opportunity stage. |
| 4 | Clicking the View All Objectives link opens a panel that lists the objectives for the whole orchestration. |
| 5 |
The list of objectives that you can display by clicking the link. Skipped or incomplete objectives are marked by an X. You can open up incomplete objectives and mark the required tasks as completed at any time. |
