Improve customer engagement with sequence preview
Enabled for | Public preview | Early access | General availability |
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Admins, makers, marketers, or analysts, automatically | ![]() |
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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)
Feedback
https://aka.ms/ContentUserFeedback.
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