Enter Basic Details for the Orchestration
Enter the basic details about the orchestration, including the criteria for selecting the records the process will run on.
In this release, you can create one or more orchestrations for qualifying leads and taking opportunities from qualification to closing the deal. You can trigger different orchestrations for different sets of records. For example, you can trigger different orchestrations for different accounts, partners, sales channels, assets, close dates, competitors, and so on.
Important: Orchestrations get assigned a rank at creation. If there's an
overlap in record selection criteria between Active orchestrations, then the
orchestrations run in ascending order. Those with a smaller rank number get priority
over those with higher numbers.
Results:
You are now ready to create the list of objectives and steps: