Enable the ability to configure how long a Worklist item displays in the Worklist (via the Sales Accelerator)
Today, there is no way to customize it or configure the Worklist to see items older than 30 days old.
Make 90-day delay-snooze limit configurable
Please allow the 90-day limit placed on sequences (when created and edited, or when later active) to be configurable by the environment admin.
Currently the 90day limit appears to be an arbitrary hard-coded decision by MS developers.
We have use cases where 90...
Sales Accelerator for Accounts
Would like the ability to add sequences for accounts that already exist. This can help with customer experience groups etc. to onboard and nurture accounts.
Customizing the display of sales sequences on forms
Currently, it is not possible to customize the display of the sales sequence-related sections on the Opportunity form or the types of activities that can be selected.
Implementing this feature will make it more convenient for users.
Ability to add custom tables to the sequencing feature
Currently, it is not possible to add custom tables to the sequencing feature.
The ability to add custom tables makes the sales process more versatile and leads to improved usability.
Add Send Automated Email to Contacts (only in leads right now)
Major need. Most of us have more contacts than leads we need to automated email responses like customer satisfaction or followups to Contacts.
Thread Follow up Emails to make it more personalized for sales sequences
Thread Follow up Emails to make it more personalized for sales sequences, an option to make Email 2 after Email 1 in a sequence a reply / thread email or new email.
Enable snooze count filter in work item list
It would be helpful if you could filter the work item list by snooze count. Towards the end of a campaign many accounts have been contacted many times each but not reached. It would then make more sense to focus on accounts that haven't been called at all (or only a few times).
I know y...
Dynamics Segment too limiting - Should be "dynamic" it only triggers if record is modified
Segments used with sales accelerator give you the logic same as a dynamic marketing list or a M365 segment but it doesn't function dynamically with limitation of only records "modified" after the segment is created are added. I assume this would start again if we updated or edited the segment...
Sequence "RE:" Feature to include previous email in the reply email like competitor email systems
Sequence "RE:" Feature to include previous email in the reply email like competitor email systems. Outreach has this feature, it is very common and highly used.
Administrator
Now Automated email can be used with Contact and Account as part of a Sales sequence (in addition to Leads and Opportunities)