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.
Provide view selector when inserting email templates for Email step on a sequence
Current steps
- Create a new Sequence or Edit existing sequence
- Add a "Send an email" or "Send an Automated Email" step
- Click "Add email Template"
- On the popup that opens, we see only the "All Templates" option along with a search bar
Iss...
Activating Segment in Sales Accelerator
They need this outer join condition between lead/custom entity (with M:N relationship).
But they are not using assignment rules - so this extra conditions cannot be applied on assignment rule's entity filter
But customer will update sequence and will apply this condition...
show activites on active qutoes
It is possible to add activites on quotes to the sales accelerator, but once the quote is set to active the dataset turns to read-only and therefore the activity is not longer visible in the sales accelerator, altough you can see them on the quote.
It would though in my opinion be relev...
Sequence Threading Mode
Feature: Sequence Threading Mode
Description:
Provide sequence managers the ability to define how sequence communications are threaded with recipients. Managers can choose whether a step in the sequence continues an existing conversation thread or initiates a ne...
Sequencing to have control over next task starting time / days
Seller-Defined Day/Time Windows for Sequence Tasks
Sellers need the ability to control when sequence tasks are performed to avoid engaging customers outside acceptable hours. Without scheduling controls, tasks ma...
Lead Auto Assignment
Currently, in Sales Accelerator, when a seller reaches their lead capacity, changing the status of a lead from "NEW" to another status does not automatically free up capacity for new assignments. This results in leads remaining in the "wait for assignment" queue even when sellers have moved pa...