Sequence Calling
Sales accelorator is so clunkly. If I sort by sequence name and collapse the others, as soon as I choose a name, the entire list opens again rather than staying where it is. I want to be able to go into a sequence and have sales accelorator there for JUST ONE sequence. The whole thing glitches...
Notes
Notes does not get Saved on the Notes Tab of activity entity when you add it as a description while completing a sequence step.
We were only able to see the added notes after adding sub grid/timeline on the notes entity which...
Sequence collapsing reexpands after selecting a record in Sales Accelerator
If you are using the sorting by Sequence Name option or any option whereby the activities in the Sales Accelerator are sorted under a header and can be collapsed or expanded, if you were to collapse your headers to limit the expansiveness of options showing, then select a single record from th...
Multi-Level Hierarchy Configuration Fails Due to Filter Depth Error
Problem Statement
When configuring multi-level hierarchies (e.g., Account-to-Account via custom connection tables), the platform currently builds a single QueryExpression that enumerates all possible related tables. In environments with many custom tables re...
The system should display an alert when attempting to delete an email template that is linked to a sequence.
When an email template that is already associated with a sequence is deleted, the system does not provide any warning about the potential impact of removing it before deactivating the sequence. As a result, users encounter a “Business process error” when attempting to deactivate or delete the ...
Sales Sequence activities due date
I would love to see the option to set a due date for activities created in Sales Sequence. It's useful for managers to monitor if activities are being completed on time.
Default Lead type is Blank, when created directly from a LEAD, while creating from 'Create a sequence, it is set as LEAD
Default Lead type is Blank, when created directly from a LEAD, while creating from 'Create a sequence, it is set as LEAD
Successive activity completion: when sending emails from the Acitivities > My Draft Emails view > Focused view > I should be able to review and send emails, after sending one, the page should automatically bump me to the next record to send. That way the user is able to successively send emails quickly.
Successive activity completion: when sending emails from the Activities > My Draft Emails view > Focused view > I should be able to review and send emails, after sending one, the page should automatically bump me to the next record to send. That way the user is able to successively send emails...
Sequences: when creating a Sequence Step for Emails, provide the users a way to directly create the Template from that page rather than navigate to email templates
This ticket is feedback to MS to allow to create new template while designing a sequence instead of having to move out of sequence creation, create template, com back to sequence, and then add it.
While designing a Sequence, having the ability to click "+ New Template" would help Sequenc...
Contacts/Leads: provide a way where we can see the Sequence Name of the Sequence that is connected to the record from the Contact/Lead views
Contacts/Leads: provide a way where we can see the Sequence Name of the Sequence that is connected to the record from the Contact/Lead views.
We are looking for a way to add Sequence Name & Sequence Step on the Lead & Contact view.