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Plan and perform assigned tasks with preview of sequence steps

Enabled for Public preview Early access General availability
Users, automatically - Feb 5, 2024 Apr 9, 2024

Business value

As a sales professional, use the Up next widget for key interactive components within entity forms. The widget captures the set of steps you need to execute as part of any sequence workflow. It plays a critical role in guiding you toward the successful conclusion of a sales process.

The scope of the sequence category is expanding to include multiple sequences to bring more flexibility and allow multiple members of your team to work on a record simultaneously. The revamped Up next widget ensures a consistent and seamless user experience by providing you with the capability to view all the steps for an associated sequence in the context of a particular entity record. This experience includes both single and multiple sequences, so you can plan and execute tasks effectively.

Feature details

As a part of this capability, you can:

  • Get a preview of all sequence steps for both single and multiple sequences associated with a record.
  • Have a consistent experience to associate and execute manual activities for single and multiple sequences.

Up next widget

Additional resources

Preview a sequence (docs)