Improve customer engagement with sequence preview

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
Admins, makers, marketers, or analysts, automatically	Jun 16, 2023	-	Apr 2024

Business value

As a seller, you use sequences to follow activities and perform actions. You can connect an existing sequence to a record or create their own personalized sequence. Digital selling is a team activity wherein multiple sales team members work together to win a deal. For example, an account executive working on proposals and a solution architect helping with the implementation.

This feature helps you to preview a sequence and get an overview of sequence steps. The preview is required when you want to use or connect a sequence to a record. It enables team members to effectively work together and get details of sequences other team members follow for a shared account or opportunity.

Feature details

With this enhancement, you can:

• Get an overview of the sequence that shows the total number of steps, the number of days spent, the time required for completion, and other details.
• Find which team members completed different steps and who would work on future actions.
• View steps and activities that are completed or upcoming.
• View completion and due dates of sequence steps.

See also

Preview a sequence (docs)