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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, use sequences to track activities and perform actions. You can connect an existing sequence to a record or create a personalized sequence. Digital selling is a team activity where multiple sales team members work together to win a deal. For example, an account executive works on proposals while a solution architect helps with the implementation.

This feature helps you preview a sequence and see an overview of the sequence steps. You need the preview when you want to use or connect a sequence to a record. With this feature, team members can work together effectively and see details of the sequences that other team members follow for a shared account or opportunity.

Feature details

With this enhancement, you can:

  • See 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 works on future actions.
  • View steps and activities that are completed or upcoming.
  • View completion and due dates of sequence steps.

Sequence preview

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Preview a sequence (docs)