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.
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.
Sales Insights - Sequence owner assignment
Hello,
I would love to have the option to change the owner on the sequence activities instead of assigning it to the Lead or Opportunity owner. Often these activities may require other sales team members to perform the phone call, email or task.
Thanks
...
As a part of the below release item users will be able to assign a sequence as required.
Efficient account-centric selling with multiple sequences for a record | Microsoft Learn
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.
Allow sequences to respect contact communication preferences
Contacts have a preferred communication method. They also have a range of Do Not Call and Do Not Email opt-in/out processes.
Once a sequence has started, these preferences can and often do change, and change back.
Predefining the next sequence as a phone calls or emai...
Up Next Widget - add option to hide "Mark complete" button to control
Have option in "Up Next" widget control in form designer to hide "Mark complete" button.
In some cases, "Mark complete" closes the sequence activity the wrong way.
For example, an email would be closed with a "Completed" status reason rather than "Sent".
Teams icon to join right from Sales Accelerator
It would be great if someone can join the schduled Teams meeting right from Sales Accelerator. It would help the user to accomodate everything in one screen rather than jumping from one tool to another.
Administrator
Now Automated email can be used with Contact and Account as part of a Sales sequence (in addition to Leads and Opportunities)