Edit

Connect segments to sequences

  • Article

After you create and activate a segment, connect the segment to a sequence. Leads, opportunities, accounts, contacts, and insights that are connected to the segment automatically start the sequence.

You can connect segments to sequences in your work assignment settings or using the sequence designer.

Segments and assignment rules are part of the work assignment feature. Work assignment is available in sales accelerator version 9.1.23074.10021 and is rolling out in phases in different regions. Learn more about work assignment.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise or Microsoft Relationship Sales
Security roles System Administrator, Sequence Manager, or Sales Manager

Prerequisites

Connect a segment to a sequence

  1. Sign in to Dynamics 365 Sales Hub.

  2. In the lower-left corner of the page, select Change area > Sales Insights settings.

  3. Under Sales accelerator, select Work assignment.

  4. Select a Record type.

    The Sequence connected column shows None if no sequence is connected to the segment.

  5. Select a segment that isn't connected to a sequence, and then select Connect sequence.

  6. Select a sequence, and then select Connect.

If none of the sequences listed seems appropriate, create a sequence to connect to the segment.

If you want to connect a different sequence to the segment, disconnect the current sequence first.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also