Guidance Step Examples

Here are some examples of different types of steps you can set up and how salespeople interact with them.

• • Manual steps:

    • Call and Web Conference Appointment Step
    • Send Email Step
    • Step to Review Opportunity or Lead Information
    • Step That Creates a Manual Task for Others
    • Step for Manual Opportunity Field Updates

  • Automatic steps:

    • Wait Step
    • Stop Step
    • Step That Automatically Updates Fields
    • Automate Actions Using a Groovy Script
    • Automatically Send a Mail-Merged Email