To access Guided Selling from within a Quote, go to the Items tab and click on the Guided Selling icon.
To access Guided Selling from outside a Quote, navigate to Quotes > Guided Selling.
All users will be able to access all active Question Sets without needing any special permission (provided they are able to access the Quotation feature in general).
Clicking on a Question Set tile will display the first Question and the user will be able to start answering the questionnaire. Clicking on an answer will display either the next Question or the Product Catalog if that is the last question in the chain.
The list of Questions and Answers that the user has selected so far is listed on the right side of the screen. Clicking any of the Question will bring the user back to that Question where the user can make a different choice.
If the Question Set was accessed from within a Quote, the products selected in the product catalog can be added directly to that Quote by clicking the “Add”, “Add &Close”, or “Add & Continue” button.
Product Catalog from within a quote:
If the Question Set was accessed from outside a Quote, a new Quote with the selected products can be created by clicking on the “Create Quote with selected products” button.
Product Catalog from outside a quote: