Accessing Guided Selling

Guided Selling within a quote

To access Guided Selling from within a Quote, under the Items tab, click on the Guided Selling icon.

Guided Selling prior to creating a quote

To launch Guided Selling before a quote is created, select ‘Quotes’ > ‘Guided Selling’:

Question Set

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 in case of it being the last Question in the chain.

The following figure outlines a Question Set with possible answer options:

User can see the list of questions and answers that he/she has already answered questions on the right side of the screen. Clicking any of the previously answered questions will bring the user to that relevant Question where the user will be able to select a different choice.