Guided SellingUsing Guided SellingUsing Guided SellingPrerequisites: 2 Roles, 1 LicenseRoles:AgentAdministratorLicense:Guided SellingLearn how to use Guided Selling effectively. These guides cover Engage, Sequences, Participants, Templates, Snippets, and more.Guides EngageComplete actions and manage your daily workflow SequencesCreate and manage sales sequences ParticipantsManage participants in sequences TemplatesNote, SMS, and email templates for sequence actions SnippetsReusable content blocks for emails Reporting and InsightsTrack performance and analyze resultsLast updated on March 9, 2026