24

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.

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1 Comments

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Category: Sales Accelerator (32)

STATUS DETAILS
New
24

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...

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2 Comments

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Category: Sales Accelerator (32)

STATUS DETAILS
Needs Votes
18

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.

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7 Comments

Read more... 7 Comments

Category: Sales Accelerator (32)

STATUS DETAILS
Needs Votes
12

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.

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7 Comments

Read more... 7 Comments

Category: Sales Accelerator (32)

STATUS DETAILS
Completed
Ideas Administrator

Now Automated email can be used with Contact and Account as part of a Sales sequence (in addition to Leads and Opportunities)

11

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.

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1 Comments

Read more... 1 Comments

Category: Sales Accelerator (32)

STATUS DETAILS
Needs Votes
7

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

...

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4 Comments

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Category: Sales Accelerator (32)

STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

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

 

6

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.

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1 Comments

Read more... 1 Comments

Category: Sales Accelerator (32)

STATUS DETAILS
New
5

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...

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0 Comments

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Category: Sales Accelerator (32)

STATUS DETAILS
New
3

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".


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0 Comments

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Category: Sales Accelerator (32)

STATUS DETAILS
New
3

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.

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0 Comments

Read more... 0 Comments

Category: Sales Accelerator (32)

STATUS DETAILS
New