Guide sellers to work simultaneously using multiple sequences

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Feb 5, 2024	Apr 2024

Business value

As a seller, you work with other sellers on the same account or opportunity, and those sellers follow a different yet coordinated set of actions to win a deal. You need to know which other team members are working on that account or opportunity, the activities they are doing, and the sequences attached to that record. You need to be aware of the changes happening to their accounts.

With this change, you can now assign different sequences to different sellers for a particular record at the same time. You can guide multiple sellers to work together and win a deal. For example, assign one sequence to an account executive and another sequence to a solution architect while they both work on a target account simultaneously. Sales team members can attach a sequence to a record even if they are not the owner of that record, and can easily view details of any sequence.

Feature details

With this enhancement, as a sales manager or the operations team, you can assign multiple sellers to work on different sequences for a particular record at the same time. This will enable sellers to:

• View team members who are also using sequence on a record.
• Attach additional sequences to a record that already has sequences attached.
• View details of a sequence and find a list of completed and upcoming activities.

See also

Connect multiple sequences to record (docs)