Zero-click sequence assignment

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Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

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)