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.
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...
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...
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