Accessing Guided Selling

Within a Quote

The following screenshot shows where to launch the feature from within a quote:

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

This way will launch the respective questionnaires that are maintained.

Launching Guided Selling prior to creating a Quote

To launch Guided Selling before a quote is created, the user can navigate to ‘Quotes’ -> ‘Guided Selling’ as per below figure:

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 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.

If user access Question Set 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’ buttons:

If user access Question Set from outside of a Quote, a new Quote with the selected products can be created by clicking on the ‘Create Quote with selected products’ button: