Provide sellers with more granular control over a sequence

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Oct 10, 2020	Jan 11, 2021

Business value

Salespeople engage with customers based on a predefined sequence of actions. While following sequence steps, they respond to customer inputs that might not necessarily align with the future steps in a sequence. Postponing the remaining steps will allow salespeople to provide a more personalized buying experience and help in redirecting ongoing engagement back to the expected sales play.

Feature details

With this enhancement, sellers will be able to freeze all future steps in the sequence attached to a lead or opportunity.

See also

Manage sequences (docs)