Step Types

This article outlines the different types of Steps that are available in Accord and the best ways to use each of them.

Steps are the primary building blocks of an Accord, and they represent a key task in the Sales or Customer Success process that have to be completed.

• Examples include: The signing an order form, the completion of a product demo, or the scheduling of a kick-off meeting between you and the customer.

With each Step, you have the ability to designate its "type" - unlocking additional functionality. To change the Step type of any given step, simply:

1. Go into the Next Steps page of your Accord
2. Click on the specific Step that you want to designate a type for
3. Select "Type" and select one of the options in the dropdown menu that appears

Meeting Steps

A Meeting Step unlocks the ability to set an agenda for the meeting that this Step is meant to represent. Once the Step type has been designated, you should see an additional field above Tasks, where you have the ability to outline exactly what will be covered in the meeting:

Approval Steps

An Approval Step unlocks an approval/sign-off mechanism within the Step. If you need to get an approval from a specific stakeholder in the Accord before proceeding to the next Accord stage, this Step is ideal to implement:

Once the owner/stakeholder of the Step has approved it, you will have established an audit log of who/when the approval was given: