Apply Standard Permission Sets

Guided Selling may require some permissions not currently provided to your existing profiles. To ensure all Guided Selling users have the necessary access to leverage the tool, Admins may create a permission set and apply it to all Guided Selling licensed users with the click of a button. That includes any custom fields added to Guided Selling field sets used in your Sequence criteria.  

1. Go to Sequence Settings Page
2. Click Users tab
3. Click Grant All Permissions

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