• Creating a new Smart Guide record with API is encountering an issue

    Hello, I am currently encountering an issue with the Smart Guide. Specifically, I have implemented a button within the Leads module's Edit Dropdown menu. Upon clicking this button, a custom API is invoked, which is designed to create a new record in…

  • How to automate the creation of a new smart guide on a re-opened opportunity?

    Hello there, I have a customer (Sell 13.2) who would like to allow their users to reopen opportunities and restart a smart guide. They have 2 templates (new biz & renewal), so the new smart guide should be the same as the previous one. Users can create…

  • Missing create button for smart guide templates

    Hi! I have an On-premise site that I just upgraded to 13.0.1. And I have a regular user with all permissions to all smart guide templates modules, and specifically de Admin & Developer permissions. But when he access to the Smart Guide Templates…