Stop Step

A stop step stops the guidance. Create a stop step for every branch in the guidance. You must also end the guidance with a stop step on the last guidance stage. You can specify if a stop step exits the guidance, so that the record can be picked up by other guidances. Stop steps display in the Guidance panel for salespeople to see.

Field Value
Step Name Enter a name such as Guidance Stopped.
Suggestion Text Optional instructions.
Type Stop
Exit Guidance

Turning on this option exits the guidance and makes it possible for other guidances to pick up the record, enabling you to branch and link guidances together.

When this option is turned off, the guidance stops, but remains associated with the record, preventing it from being picked up by other guidances.