Guided Selling Tool

The guided selling too uses both the guided selling step content type with a guided selling 9.1 component as the launch point.
 

This tool requires careful planning before its implementation, as without a clear plan it is easy to become lost and frustrated with the process of building the tool.


Process

1. Begin the process by mapping out decision points (see attached document)

2. Prepare the naming convention that makes identification of the decision branch and step number easily identifiable

3. Using the mapped decision points, begin building the decision points using the Guided Selling Step content type

4. Start building the guided selling journey from the endpoint which should contain a product or selection of products

5. Continue to create decision points using the Guided Selling Step content type

6. Complete all decision branches to the point where all converge at step 2

7. Add the 9.1 guided selling component to the page and map the launch point to the content for Step 2