Automatically Text and email will be available for Order entity in Sales Sequences
Automatically Text and email will be available for Order entity in Sales Sequences
Sales Insights - Sequence owner assignment
Hello,
I would love to have the option to change the owner on the sequence activities instead of assigning it to the Lead or Opportunity owner. Often these activities may require other sales team members to perform the phone call, email or task.
Thanks
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Sequences - Add Titles or Descriptions to "Field value" Conditions and "Update field" steps
Now that Users are able to preview Sequence steps, we should be able to add Titles or Descriptions to actions like "Field Value" conditions and "Update Field". Currently there is no way for End Users to know what condition is being evaluated or what field is updating.
Allow sequences to respect contact communication preferences
Contacts have a preferred communication method. They also have a range of Do Not Call and Do Not Email opt-in/out processes.
Once a sequence has started, these preferences can and often do change, and change back.
Predefining the next sequence as a phone calls or emai...
Sequence Send From: Owner of Sequence
Last needed option for send from is a Send From: "Sequence Owner." We have business units that share records so owning team, etc as well as record owner cannot be used. A custom user field is a lot to manage and keep up vs. like quick campaigns to just designate from sequence owning user. W...
Not able to add more than 20 steps in the sequence
We are not able to add more than 20 steps in a sequence for sales accelerator in sales hub. Would like to add this feature so that users can have a sequences with 20 steps in it.
Up Next period
We would like to have the "Up Next" due date period over the 30 days because sometime activities have a different duration and disappear from the component. An useful feature could be to manage that period by using a config paramater where the admin can define the duration related to the due d...
Up Next Widget - add option to hide "Mark complete" button to control
Have option in "Up Next" widget control in form designer to hide "Mark complete" button.
In some cases, "Mark complete" closes the sequence activity the wrong way.
For example, an email would be closed with a "Completed" status reason rather than "Sent".
Teams icon to join right from Sales Accelerator
It would be great if someone can join the schduled Teams meeting right from Sales Accelerator. It would help the user to accomodate everything in one screen rather than jumping from one tool to another.
Ability to copy and paste within a sequence
Give the ability to take part of a sequence, after creating it, and be able to copy that part of the sequence and reuse it within the same sequence. This will prevent the need to create the same steps over and over after certain actions take place.
For example, if someone does...
Administrator
As a part of the below release item users will be able to assign a sequence as required.
Efficient account-centric selling with multiple sequences for a record | Microsoft Learn