Manual and Automatic Steps

There are two types of orchestration steps: manual and automatic.

• Manual steps ask the salesperson to take an action: to either complete a task or appointment. Manual steps are composed of two components: the task or appointment itself and an action.

  When the orchestration displays a manual step in the guidance panel, it automatically creates the task or appointment using the information you provide during setup. During setup, you can add all the information the salesperson might need to carry out the step, that includes attachments. An appointment step tentatively schedules the appointment that the salesperson must reschedule.

  If you specify a smart action as the action for the manual step, then, with a click of a button, a salesperson can start a web conference or a call, open an email compose window with a mail-merged draft ready to edit, or display a panel with fields they must update, for example.

• Automatic steps act in the background without salesperson involvement. Automatic steps include:

  • The Next Stage step that moves the salesperson to a different orchestration stage. This step isn't visible to salespeople.
  • The Wait step that pauses the process for a set amount of time.
  • The Field Update step that automatically updates field values.
  • The Email Automation step that sends mail-merged emails from templates without salesperson involvement.
  • The Stop step stops the orchestration. You can decide to allow the record to be picked up by another orchestration when it stops.
• Note: Adminstrators can also configure Wait steps that provide guidance to salespeople based on conditions set for a specific sales stage.