Improve customer engagement with sequence preview

Enabled for	Public preview	Early access	General availability
Admins, makers, marketers, or analysts, automatically	Jun 16, 2023	-	Apr 19, 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)