This video explores the Sales Sequences tool in Microsoft Dynamics 365. This is a key feature of Sales Accelerator that helps sellers be more productive by using a consistent, organised sales process when managing leads, contacts, accounts, and opportunities.
In this demonstration, explore the Seller's perspective for managing records in a typical workflow, examine the process of creating sequences, and consider how records can be connected to a sequence.
00:06 Send emails and actions from sequences on the work list
00:48 Preview list of sequences for the record
01:15 Explore filtering and sorting work list
01:49 Create sequences using designer
05:05 Connect records to sequences
06:46 Use segments to connect sequences
07:39 Exit criteria option for sequences
08:00 Summary of Dynamics 365 Sales Sequences benefits
Read more about Sales Sequences: www.serversys....
16 окт 2024
