Learn how to manage Guided Selling Flows by adding, deleting, or editing Guided Selling Steps.

1. Perform the following steps to add an existing Guided Selling Step to a Guided Selling Flow.
   1. Click the Zuora Config tab.
   2. Click Guided Product Selectors.
   3. On the Guided Product Selectors page, click + to expand the flow to which you want to add a step.
   4. Click Add Step.
   5. From the Available Steps list, click the steps you want to add to the flow and click Select.

      When you edit a step, the step is updated in all the flows that contain the step. For example, if you change the Step Title, the updated title will appear in all the flows that include the step.

2. Perform the following steps to delete a Guided Selling Step from a Guided Selling Flow.
   1. Click the Zuora Config tab.
   2. Click Guided Product Selectors.
   3. On the Guided Product Selectors page, click + to expand the flow from which you want to delete a step.
   4. Click Delete for the step you want to delete.
   5. Click OK to delete the step only from the flow.
   6. Click Delete to delete the step from all flows, and the step will no longer be available.

      This also deletes the QuickList and QuickFilter components associated with this step

3. Perform the following steps to create a new Guided Selling Step or edit an existing Guided Selling Step.
   1. Click the Zuora Config tab.
   2. Click Guided Product Selectors.
   3. On the Guided Product Selectors page, click + to expand the flow that contains the step.
   4. Click Edit next to the step to edit.
   5. Click Create Step to create a new step for the flow.

      A Guided Selling Step can be added to multiple flows, but can only be added to a particular flow once.

   6. On the Add/Edit Step page, specify the fields in the following sections:
      • Basic Information
      • Products Offered
      • Product Relationships
      • List Column Configuration
      See Add or edit step page details and Configure List Column.