Create an OC

There are two ways to create an OC. The option you choose depends on your level of access.

If you see a “Create an OC” button on the top right of the homepage, it means you have a more advanced license. If you don’t have that button, the following doesn’t pertain to you. Skip right down to the “If You Don’t Have that Button” section. 

You’ll be taken to a screen in which you’ll need to select your starting framework.

– Option 1: Creating an OC From Scratch (Starter)

If you’re a sales engineer (SE) or subject matter expert (SME), you can create an OC by choosing “From starter templates”:

This will take you to the “Starter” Category where you will have a few Starter templates to choose from:
When you mouse over the template of choice, you will have the option to “Preview the template” or “Create a new OC”:
Previewing a template will let you see the template you will be copying to make your own chain.  Click “Create a new Outcome Chain” then enter a new Title/name, Category (optional), and Summary then hit “Submit”.
– Option 2: Creating an OC With Some Work Already Done (Template)

For sales representatives who want to create and edit an OC, choose the “From industry templates” option:

A list of templates available to you will display.  The template you choose will determine how your new OC will be structured.

Identical to above, enter a new Title/name, Category (optional), and Summary then hit “Submit”.

If You Don’t Have That Button…

You can still edit an OC, but first you have to make a copy before adding changes. From the homepage, simply mouse-over a template of choice and click on “Create a new OC”:

Follow the prompt to rename and submit:

You can also make a duplicate from inside an OC by clicking on the 3 dots at top of the page, then “Create a new OC”.

Your new OC will be created and categorized under “My OCs”/”I created” option in “Categories” folder structure of the Home Page.

Leave a Reply

Your email address will not be published.