What are the recommendations that appear in my lead and opportunity Guidance panels?

The Guidance panel displays recommended steps in lead and opportunity overview pages. The Guidance panel gets displayed only if there's an active guidance running on the specific lead or opportunity records that you're viewing.

From the Guidance panel, you can:

• Take recommended actions
• Navigate to areas based on the guidance
• Autocomplete steps
• Skip steps or manually complete steps
• Get a snapshot of the objectives status in the current stage
• Access the Guidance subview, where you can:
  • View all objectives grouped by stages
  • View a dynamic list of actionable steps

For more information, see How Salespeople Interact with Orchestrations in the How do I get started with Orchestration? solution playbook on the Oracle Sales Help Center.