What's New

Update 24B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Feature Summary

Sales Automation Core Common

CX Foundation

Ability to Share Interaction Outcomes with Other Stakeholders

Enables the user to share customer calls and web conference interactions with other participants and stakeholders

1. By sharing the outcomes of customer interactions, meeting participants and team members can stay informed about the latest developments, ensuring that everyone is on the same page. This reduces miscommunication and ensures a unified approach to customer management.

2. Stakeholders can collaborate more effectively when they have access to interaction outcomes.

3. When interaction outcomes are shared, there is a clear record of what was discussed and agreed upon, which increases accountability among team members and transparency with customers.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sharing an Interaction During Creation:

When manually logging an interaction (via 'Log an interaction' or 'Log a call'), the user will find a 'Share with' field to select team members to share the interaction with. Additionally, located below the 'Share with' field are two checkboxes: 'Share via notification' and 'Share via email'. The user has the option to share the interaction either through a notification within the application or using an email template.

Sharing an Interaction Post Creation:

For interactions that are already created or generated automatically (like Phone calls or Zoom meetings), the 'Share' smart action becomes available within the action menu of the interaction records. Invoking this action opens a drawer showcasing the 'Share with' field for user selection of team members to share the interaction. Similar to the process during creation, two checkboxes—'Share via notification' and 'Share via email'—are present below the 'Share with' field. The user can opt to share the interaction either via an in-application notification or as an email template.

Sub-view for Activity, Notes & Interaction Items in Associated Objects

In addition to the Activity feed, dedicated sub-views are available to view Activities, Interactions and Note records for associated objects in Redwood Sales.

• Enables users to apply search and filter out activity and interaction records from an associated object record i.e. Account, Opportunity, Lead and Contacts
• Records purged from Activity feed can be viewed from the subview.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

In order to access the individual subviews, smart actions such as 'Show Appointments', 'Show Tasks', 'Show Notes' and 'Show Interactions' are enabled by default.

However for additional actions in the activities such as directly initiating or logging interactions. The actions need to be enabled from Application composer.

Here's how to enable the interactions smart action

1. Sign in as a Sales Administrator or as a setup user.   
2. Activate a sandbox.   
3. Navigate to Application Composer, in the Configuration category.   
4. In the navigation tree, expand 'Common Setup' and click on 'Smart actions'   
5. From the search bar, search for the smart actions individually i.e  Call, Send Email, Log a call, Log an email & Log an interaction for the activities object   
6. From the search results duplicate the existing smart action    In the 'Availability' tab of the create smart action page, include 'Sales' in the application field and 'List page' in the UI availability field and "Submit'
7. Test the changes: Navigate to Sales > Activities > click on the action menu for an activity and verify whether the actions will be displayed for the activity record 
8. Publish the sandbox

With this feature, there is also change in behavior of the Activity and Interaction links in the list page and the subview. Upon clicking on an Activity or Interaction link, the record will directly open from a drawer from where the users can view and edit the record. This is a change from the existing behavior where clicking an Activity record drills-down to a associated object.

Associate a Call from an Unknown Number to a Record

Occasionally, users will receive a call where the phone number is unknown, and there's no existing contact record in the database. In 24B, we have introduced a more intuitive and flexible user interface for associating unknown caller to a contact or lead. Now when there is an unknown caller to a Sales user, the user is navigated to a screen where they can associate the caller to a existing contact or lead, or they can create a new contact or lead. The Sales user can capture the details of the interaction and save it to the record.

• Automates data capture and record association when contacted by unknown caller, reducing manual call logging effort and allowing teams to better focus on core tasks, improving operational efficiency.
• Ensures no interactions from contacts or leads are missed by capturing details from calls with unknown numbers.

Steps to Enable

In order enable this feature, log in as Sales Administrator role (any user having access to Setup and Maintenance)

1. Go to Setup and Maintenance
2. Under Tasks > Search
3. Search for "Manage Screen Pop Configuration" and drill down
4. Modify the following then click Save and then Done
   1. Disable - Default Redwood Rule Set 
   2. Enable - Default Redwood Sales Rule Set 
   3. Enable - Default Redwood Sales Rule Set

Tips And Considerations

The ability to handle unknown callers is already present in the CX Sales application. However, this feature introduces a new user interface, enabling users to directly associate a call from an unknown number to an existing record, or to create a new contact or lead from it.

Key Resources

Documentation of existing functionality

https://docs.oracle.com/en/cloud/saas/sales/fadsu/create-a-2024-contact-or-lead-from-an-unknown-caller.html#s20079044

CRM Common Components

Support Chinese, Japanese and Korean Language Search in Adaptive Search

You can now perform search on untranslatable name fields such as Account Name or Contact Name that contain Chinese, Japanese and Korean characters. Previously, Chinese, Japanese and Korean languages weren't supported for untranslatable fields.

Support Japanese, Chinese and Korean language in Name fields.

Steps to Enable

To enable the feature

1. Login with a user having Application Implementation Consultant role.
2. Go to Configure Adaptive Search setup task 
3. Go to the Parameters tab
4. For the parameter "Enable CJK Language Detection for Non-Translatable Fields" edit the value to Y
5. Click on Save

To enable a particular text field for to support Chinese, Japanese and Korean languages, to the following: 

1. Login with a user having Application Implementation Consultant role.
2. Go to Configure Adaptive Search setup task 
3. Go to Setup tab and then Advanced subtab. 
4. Select the required object 
5. Enable the "Enable CJK Language Support" check box for the fields on which you want this support. You can select up to 5 per object. 
6. Do a Full or Partial Publish with the changed configuration. 

Access Requirements

Once enable this feature is available to all users. 

Enter a Message Template Footer

Administrators can enter a footer for message templates. Footers can be used for information, such as company links, and no reply text. A footer can be assigned to multiple message templates. When a message template is selected, the template content along with it's footer are displayed.

Ensures standard footer information for contact and reply information can be part of a templates and applied to emails.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Access message template documentation at https://docs.oracle.com/en/cloud/saas/sales/fadsi/create-email-templates.html#u30240555

Access Requirements

Message templates and footers are acessible to the following roles via the Manage Sales Notifications privilege:

• Sales Administrator
• Application Implementation Consultant
• Customer Relationship Management Application Administrator

Enter Time in Routine Actions

Include time in date time fields for routine actions. For example, in field update, you can set date time to 3 days at close of business, or select run time to dynamically set the time to the time at which the routine processed the record.

Track changes accurately by specifying desired time for date time field updates.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Any date time field updates for existing routines will remain unchanged. When you edit and save an existing routine with a date time field update, the time will be explicitly displayed and you have the option of changing it. The explicit time will be set as follows:

• Date time fields set to Run Date (date the routine was run) will be set to Run Time (time at which the routine processed the record)
• Date time fields set to a specific calendar date will be set to the current time

Key Resources

See Routines documentation.

Access Requirements

The following roles can manage routines:

• Sales Administrator
• Application Implementation Consultant
• Customer Relationship Management Application Adminstrator

Attachment fields on Activities such as File Name and Creation Date Now Available in Adaptive Search

Attachment fields such as file name and creation date are available in Adaptive Search for Activity Object so that they can be used to find records having such files as attachments. This is also used to show attachment data in Sales Orchestration panel in the record overview page in Redwood Sales.

Users can now search for records based on attachment fields like file name and creation date. 

Steps to Enable

• Login with a user having Application Implementation Consultant role.
• Go to Configure Adaptive Search setup task
• On the Setup tab, select Advanced subtab
• Find the Attachments field and enable it
• Save and run the Publish job to make it effective.

Once the publish job completes, you can use filter Activity records based on  in Workspace and Redwood Sales List Pages. 

Support Sub Aggregations based on Multiple Fields on Adaptive Search REST

You can now avail of sub-aggregations based on multiple fields using Adaptive Search REST. This feature allows you aggregate how charts with multiple aggregations get displayed on the Sales dashboard.

Allows Dashboard to show charts and graphs with multiple aggregations.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Available for all users.

Allow Fixing all Errors at Once while Activation or Testing Action

This feature will help the Administrator to fix all the error prior to Orchestration Activation and facilitate troubleshooting issues with an orchestration.

This will allow Administrators to implement and troubleshoot the issues with orchestrations easier which will in turn provide a streamlined Guidance to the End user the sales rep resulting in higher productivity and sales.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Product Recommendations for Opportunity

Sales users can view recommended products while working on opportunities. Product recommendations are surfaced based on machine learning model that identifies products that are frequently bought together after analysing past sales. Sales users would benefit from understanding recommended products/services that are likely to be bought. They can recommend products for up-sell or cross-sell based on recommendations generated from machine learning.

Sales users would benefit from understanding recommended products/services that are likely to be bought. They can recommend products for up-sell or cross-sell thus increasing revenue from opportunities.

Steps to Enable

Sales administrator can enable the features using self service onboarding flow for Sales Intelligence features.

1. Navigate to Setup and Maintenance > Sales > Intelligence in Sales > Enable Sales Intelligence
2. Follow the guided process to evaluate data sufficiency and then enable the feature for Product Recommendation for Opportunity
3. Ensure that intended end users have required privilege to view product recommendations

End users should have below privilege to access product recommendations for opportunity

1. View Recommended Products

Access Requirements

Sales administrator should have below privileges to access Sales intelligence setup

1. Configure Adaptive Intelligence for Sales
2. Generate Sales Intelligence Features Data Sufficiency Report

End users should have below privilege to access product recommendations for opportunity

1. View Recommended Products

CX Framework

Support ADF REST as Data Provider for Redwood List Page

Many of OOTB objects are not available on Adaptive Search. This feature adds support of ADF REST as a Data Provider so that such objects can be displayed on Redwood List Page. This will be useful for any OOTB or Custom Object which is not marked as Enabled on Adaptive Search to be shown in Redwood Sales.

Allows you to use get Redwood Sales experience on objects that are not enabled in Adaptive Search.

Steps to Enable

You don't need to do anything to enable this feature.

Configure Actions based on Parent Context in Sub View

Configure actions based on Parent Context in sub view. You can configure Remove action for a 1M related object.

Sub view of related object

Smart Action Admin UI

Admin can create smart actions which can be displayed based on context of the parent object.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

1. Create a smart action with Parent context

2. Use following parameter for cx-subview of a 1:M related object

<oj-vb-fragment-param name="enableActions" value='[[{"enabled": "true", "enableContext": "true"}]]'></oj-vb-fragment-param>

Trading Community Architecture

New Rollup Metrics

New rollup metrics that can enrich the customer account foldout page for sales managers and sales representatives. Below are the rollups that are available in this release:

• Total Current Quarter Open Opportunities Revenue
• Total Next Quarter Open Opportunities Revenue
• Total Opportunities Revenue Won this Quarter
• Next Opportunity Closing Date
• Last Opportunity Closed Date
• ARR from Active Subscriptions
• Total Subscription Products Expiring Current Quarter
• Total Subscription Products Expiring Next Quarter
• Qualified Hot Leads
• Qualified Leads
• Last Lead Creation Date
• Potential Revenue from Open  Leads
• Service Requests Closed in the Past Week
• Decision Maker Contacts

These new rollup metrics can be used on the customer account foldout page to provide actionable insights for both sales managers and representatives, fostering strategic decision-making, sales performance improvement, and enhanced customer relationship management.

Steps to Enable

You don't need to do anything to enable this feature.

Rollup to Calculate the Number of Notes Associated with an Object

Rollup for Notes brings enhanced functionality to our rollup user interface. With this addition, users can now track the total number of public notes associated with an object.

Introduction of this new rollup would provide the following benefits:

• The rollup provides a quick and easy way to see how many public notes are associated with an object. This information can be helpful for sales managers to track the progress of deals and identify opportunities that need more attention.
• The rollup field can also be used in dashboards to track the number of open notes over time. This information can be used to identify trends and make improvements to the sales process.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The focus of this feature is exclusively on the count of public notes. The count of private notes is not included in the calculations or results.

Key Resources

Steps to setup rollups: https://docs.oracle.com/en/cloud/saas/sales/fadsi/setup-summary-for-rollups.html#s20079698

Access Requirements

Sales Administrators

Customer Center

Engagement Level for Accounts in the Interaction Summary of Account Hierarchy Subview

Engagement Level column is added to the Interaction Summary sub-tab inside the Account Hierarchy subview to identifying accounts that needs more attention. 

If a seller sees that an account is Lonely or Moderately Engaged, they can be alerted to the fact that they need to increase their engagement with the account. This could be due to a number of factors, such as the account being in a dormant state or the seller not having enough time to focus on the account.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You need to run Generate Sales Insight Facts ESS batch job to get the values in Engagement Level column. You can also enable Engagement Level field in the header of the Account in the foldout page

Ability to Drill into Rollup Field to Inspect the Components and Values that are Being Used in the Rollup Calculation

Sellers can now gain greater knowledge and confidence with the customer data that they create and view every day. Through the new aggregate framework, they can quickly inspect summarized information and adjust their priorities and activities. The ability to then drill into a summary to learn about its composition and find specific points of interest is the next important knowledge gap that this feature now satisfies. Sales users will use these new, focused views to make more targeted decisions and earn more effective returns.

Summarized data using rollups bring new functionality to the CRM experience for the seller. Being able to view an aggregate offers strategic insight into the status of a customer or process. It also saves the user a considerable amount of time. Typically, a sales user would have to access and export data from various sources and pull them together on a spreadsheet in order to achieve the rolled-up value. When presented with a rollup, the seller next wants to view, inspect, or explore the data that was used to render the rollup value. Drill down into rollups enables users to focus on relevant and actionable pieces of data. 

Steps to Enable

You don't need to do anything to enable this feature.

Sales Automation Foundation Common

Leads and Opportunities

Add Products Quickly from Opportunity Foldout View

quickly add products

Allow users to add products quickly from the Opportunity foldout view for simple use-cases, without navigating to the browse catalog experience.

In simple use-cases when a user knows the exact product they want to add, they can quickly add the product from the foldout view.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The "Browse Catalog" action launches the full product catalog experience that users are already accustomed to. The "Add Products" action is now streamlined for simple use-cases.

Sales Force Automation

Enterprise Contracts

Create Supplier Contacts from Contract

You can now create supplier contacts in the Parties tab of the contract. The ability to create the contact while authoring a contract accelerates the contract creation process. The Create Contact button is enabled for supplier and other third-party roles of a procurement contract.

Create Supplier Contact

Contract managers don't need to rely on the supplier manager to create a supplier contact. Being able to create the contact within the contract UI enhances the efficiency of the contract authoring process and shortens the lead time for contract creation.

Steps to Enable

You don't need to do anything to enable this feature.

Apply Expiry and Reminder Settings in Contract Envelopes from DocuSign Account

If DocuSign is your e-signature provider, you have the option to default the expiry and notifications settings in the contract envelopes from the DocuSign account. If the Apply account level reminders and expiration settings check box is selected in the Manage Electronic Signature UI, the contract documents that are sent for signature will have the values defaulted. The check box is deselected by default.

DocuSign Account Setting

Contract Document Reminder and Expiration Settings

You don't need to enter the expiry and reminder settings for every contract document because the values are already defaulted from the DocuSign account.

Steps to Enable

Check the Apply account level reminders and expiration checkbox in the Manage Electronic Signature UI for the solution provider DocuSign to automatically default the account level reminder and expiry settings in the contract document.

Manage Electronic Signature for DocuSign

Sign Contracts with Adobe Acrobat Sign

You can now use Adobe Acrobat Sign to manage the electronic signature process for contract documents created in Enterprise Contracts. When you send the contract for signature, you can optionally add a CC recipient, specify the signing order and add a private message for each signer. Acrobat Sign sends the documents for signature, and you can track the progress from Manage Signatures action or the History tab of the contract. The contract status is set to Active automatically once all the signers have signed the contract.

Sending a Contract for Signature

When you create a contract from a contract type enabled for Acrobat Sign, you can designate one or more party contacts as signers on the Parties page and provide valid email for them. When the contract is in Pending Signature status, a user with edit privileges on the contract can send the contract for signature to the designated signers by email. Such a user can be an administrative user or a user with full access on the contract. The contract author who plans to send the contract for signature must have a valid email address and must be set up as a user in the Adobe Acrobat Sign account that's specified in the electronic signature setup. The Fusion Applications email ID of the user must match the Adobe Acrobat Sign account email ID. When you click on Sign Contract, in the integrated UI, Acrobat Sign agreement is created. You can add more tags in the agreement, add additional signers, add a private message to signers etc.

Contract Parties Tab

The signers are to be added in this tab for the internal and external parties with the signing sequence. You have the option to tag a signer as Information Only.

Managing the Electronic Signature Process

The signer who receives an email from Acrobat Sign can either sign or decline to sign. If the signer declines, the contract status changes back from Sent for Signature to the previous Pending Signature status. The sender of the contract can then make the required corrections to the agreement before re-sending it for signature. After the agreement is sent for signature, the sender can modify the agreement to add additional files and all the signers will see the updated document. Sender can also cancel the agreement and all the signers will receive an email about the cancellation.

Contract Validation

The documents added in the Documents tab of category Contract are appended to the agreement when it's sent for signature. The following formats are supported by Acrobat Sign. .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .rtf, .txt, .htm, .html, .bmp, .jpg, .jpeg, .gif, .png, .tif and .tiff. If any other document type is added, contract validation process will result in error.

View Electronic Signature History

The sender can view the electronic signature history of the current version of the contract in the Signatures region of the History page.

Track Electronic Signature Status

This scheduled process tracks the electronic signature process and makes the consequent contract status updates. When all signers have signed, this process retrieves the signed contract document from the Acrobat Sign and stored in the Documents tab. The status of the contract is set Active.

Contracts can be sent for signature automatically by running this process. If the contract status is 'Pending Signature', and if AutoSendForSignature ='Y' (the flag is set in the contract header using Webservice) the contract is sent for signing and the status of the contract is set to 'Sent for Signature'. 

Contract signature process is made efficient, easy and secure with Adobe Acrobat Sign. The entire signature process from generating the agreement to tracking the signatures can be managed within the contract.

Steps to Enable

Prerequisites

1. Your organization must first register and obtain a license directly from Adobe Acrobat Sign. 

2. After the license is obtained, you must set up an account for your organization on Acrobat Sign's web site. You must create an administrator account on the site. Note that this is a one-time activity.

3. Note down the email address and password used for administrator account in Acrobat Sign.

4. You can configure only one e-signature provider in the contracts application.

Configure Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Electronic Signature

Select Adobe Acrobat Sign as solution provider and click on Connect button.

Acrobat Sign Configuration

Acrobat Sign login window will open in another tab. Enter the email address and password of the administrator account and click on Sign In button.

Acrobat Sign Login

Access confirmation page is displayed. Click on the Allow Access button.

Allow Access

Connection status page is displayed.

Connection Status

Go back to the Manage Electronic Signature UI and click on Refresh button. If the connection was successful, Last Connected On and End Point URL will be displayed. In case of any failure during the setup process, click on the Connect button to retry the setup.

Acrobat Sign Successful Connection

Enable the contract type for Adobe Acrobat Sign

Navigation-> Setup and Maintenance->Manage Contract Type

Manage Contract Type

• Select Requires Signature in the Overview tab
• In the E-Signature tab, select Enable electronic signature
• Select the Solution provider as Adobe Acrobat Sign
• Enable Adobe Acrobat Sign Template - Templates to be configured in Adobe Sign account
• Email Message - Meaningful value

If you do not select the terms layout template with the appended signature tags as the default template for electronic signature, then you must manually configure the signatures tags in the Sign Contract page before sending the contract for signing.

Tips And Considerations

Only a single e-signature provider can be configured at any one time in the contracts application. You can configure Adobe Acrobat Sign, DocuSign or OneSpan. This feature is applicable only for contract documents created in Enterprise Contracts.

Key Resources

• Using Customer Contracts - How accepting a contract works
• Implementing Enterprise Contracts - Setup Electronic Signature

Sales for Outlook

Customer Data Management

Sellers Can View and Inspect Orders From the Redwood Customer Sales Account

Redwood Sales users now have oversight of the sales orders that are created in Fusion Order Management after the quoting process is complete.

Important customer activities and transactions happen after the sale is complete, but none of the information is shared back into the customer account in CRM. With visibility over Sales Orders from Oracle Order Management, account managers and other sellers can be informed of the status and details of every order that has been processed as a result of the upstream opportunity. This awareness will influence and guide sellers on the next action for the account, whether it's preparing for the next customer engagement, or planning the next renewal or upsell.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Customers will need to be using Fusion Order Management for Sales Orders to be retrieved and rendered on the Sales Account. In VB, customers will first need to expose the Orders panel and enable the respective Action Bar commands.

Tips And Considerations

Where a customer is represented by multiple entities (Party records), it is necessary that either a) the accounts are consolidated under one Party record, or b) a back-office front-office linkset is used to link a sales account to one or more back-office records.

Access Requirements

There are no additional security requirements as part of this feature.

Review Potential Duplicates when Creating Accounts or Contacts

When creating a contact or sales account, you will see potential duplicates in a new way within a conveyer belt.  You will be able to select any of the potential duplicates and view more information to determine if the record you are trying to create already exists or, if needed, continue creating the new record as appropriate.  

This new feature will provide an enhanced user experience while also reducing the number of duplicate sales account and contact records in the system.

Steps to Enable

You don't need to do anything to enable this feature.

Redwood User Experience

Setup Sales Forecasting for your Business Needs

Configure your sales forecasting process to meet your business needs, whether forecasting by opportunity owner rolling up the resource hierarchy or forecasting by opportunity revenue rolling up the territory hierarchy, showing sales quota information, defining the number of active forecast periods, configuring filters and one-time defaulting of the forecast category on current open opportunities.

Configure Forecasting - Forecast type step

Configure Forecasting - Review and Submit step

Simple guided process for setting up sales forecasting for your business needs.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

When setting up sales forecasting the sales forecast metrics generation process is automatically run and the following processes are scheduled:

• Compress sales forecast metrics to run every hour.
• Refresh sales forecast dimensions to run every day at 10 p.m. UTC.
  • Generate sales forecast metrics to run at 1 a.m. UTC 15 days prior to the start of the period following the last active period.

Access Requirements

This feature is available to sales administrators who have the Setup Sales Forecasting from Digital Sales privilege.

Allow Senior Manager Sales Forecasting Metrics Drill Through

Allow sales managers to view the total best case amount, adjusted team rollup and opportunity rollup numbers for their and their team member's forecast. Senior sales managers can also drill down through their hierarchy to view the forecast and opportunities in forecast from the perspective of each sales manager or rep below.

Senior managers can drill down to view forecasts from a lower level sales manager or rep perspective.

• Improved and succinct forecast overview which helps identify adjustments made by team members with ease.
• Easily review the forecast from the perspective of any sales manager below.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Managers can make adjustments to their own and their direct report's forecast, but not the levels below.

Access Requirements

This feature is available to sales managers who have the Manage Sales Forecast from Digital Sales privilege and the View Sales Forecast from Digital Sales privilege.

Orchestration Subview

New Orchestration subview that enables users to view Orchestration Objectives, even for exited orchestrations, take action, complete skipped steps, view the Happy Path Task List for Orchestration Objectives, and generate steps for future Happy Path actions.

This subview will empower representatives to navigate deal progression non-linearly. They can view Orchestration objectives and steps from the Happy Path, take action, complete skipped steps, and generate steps for future actions on the Happy Path. This enhancement will improve the usability of the feature, increase production, and enable representatives of different experience levels to work at the same capacity, thereby boosting overall productivity.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

A Task Type Step can contain up to three tasks, which can be dynamically assigned to either the owner of the opportunity or the team members associated with the opportunity. The Guidance step will automatically be marked as completed once all related tasks are finished.

Access Requirements