Smart sequences – command action and email template


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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Aug 2, 2021

Business value

Sales enablement managers define a series of activities in a sequence that sellers need to follow. Based on the outcome of these activities, command actions might be required. These nested sequences can be created for a specific business process. Creating an email step will become more efficient.

Feature details

  • Command action: Sales enablement managers can define the next steps based on the outcome of the sequence, such as connecting to a new sequence. For example:
    • If the discussion was successful, connect to a demo setup sequence.
    • If the stage is disqualified, disconnect the sequence.
  • Email template: Sales enablement managers can preview the template without moving out of the sequence. This allows the user to easily select the right template.

See also

Create and activate a sequence (docs)