Provide sellers with more granular control over a sequence
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Oct 10, 2020 |
Jan 11, 2021 |
Business value
Salespeople engage with customers based on a predefined sequence of actions. While following sequence steps, they respond to customer inputs that might not necessarily align with the future steps in a sequence. Postponing the remaining steps will allow salespeople to provide a more personalized buying experience and help in redirecting ongoing engagement back to the expected sales play.
Feature details
With this enhancement, sellers will be able to freeze all future steps in the sequence attached to a lead or opportunity.
See also
Manage sequences (docs)