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Sales lead detail screen in Salesforce
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Sales Guides section open on sales lead detail screen
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Sales Guides section and quick links open on sales lead screen
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Introduction Call guide
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Introduction Call guide
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Introduction Call guide - set up meeting.jpg
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Sales guides linked to screenflows
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Creating a new guide - set properties
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Creating a new guide - flows created from answers
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Creating a new guide - add automated email step
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Creating a new guide - preview step
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Creating a new guide - add first step
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Creating a new guide - set automated email step data
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Creating a new guide - prompt to insert screen for data colleciton
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Creating a new guide - set automated email step action
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Creating a new guide - create automated Salesforce step
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Creating a new guide - set action for automated Salesforce call step
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Creating a new guide - call subflow
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Creating a new guide - create end step for branch
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Creating a new guide - select subflow to call
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Creating a new guide - simulate flow
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Creating a new guide - simulate flow
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Creating a new guide - simulate flow
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Creating a new guide - add to Sales Guides in new folder
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Runtime view with new guide in Lead Nuturing folder
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Runtime view of initial step in new guide
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Runtime view of meeting setup step in new guide
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Salesforce activity created by meeting setup step
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Complex guidance tree - additional steps on right revealed on navigation
sandy kemsley:
Creating a new guide - set automated Salesforce email step action
