Zero-click sequence assignment


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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Apr 10, 2021

Feature details

This feature will allow sales enablement managers to automatically assign a sequence to a lead or an opportunity. The concept of segments is introduced to allow grouping leads and opportunities based on criteria. Segments are associated with a sequence, so that prospects that fall into a segment criteria will be connected automatically to the sequence.

See also

Manage segments (docs)