A business is creating a new OmniScript that will allow agents to launch a guided selling process from an account detail page. The consultant reviews the initial design proposed for the OmniScript and sees that the process the following steps:
* Step 1: Enter account name to retrieve account information
* Step 2: Review and edit account information
* Step 3: Select products
* Step 4: Enter payment information
Following best practices, what suggestion should the consultant make to improve the design?
The consultant should suggest removing Step 1 and prefilling the account information automatically to improve the design. Since the OmniScript will be launched from an account detail page, there is no need to ask the user to enter the account name again. The consultant can use an Input Parameter element to pass the account ID from the page to the OmniScript, and then use a DataRaptor Extract Action element to retrieve the account information and display it in Step 2.This will save time and avoid errors
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