Wait Step
A wait step lets you pause the guidance for a period of time. While the guidance waits, salespeople see the text you enter in the Step Name and Suggestion fields and can click Resume to move the guidance to the next step.
- Create a wait step with these entries:
Field Value Step Name Enter the heading, for example: Wait 1 day. Suggestion Text Optional. Type Wait - Click Add to save the step.
- Click Edit Properties (the pencil icon) to edit the step you just created.
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Enter the wait time in days and hours.
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In Next Step on Success, select the next step.
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Click Save.