Conversation tree example
This template works on the following products:
*For all Lucid plan types
This conversation tree template can help you:
- Tailor your sales conversations to a variety of customer needs.
- Outline key discovery questions.
- Outline key responses.
Open this template to view a detailed example of a conversation tree that you can customize to your use case.
Related templates
Financial Services Cloud - Insurance: Claims Management
Used with:

Go to Financial Services Cloud - Insurance: Claims Management template