Introduction to Sales Accelerator in Dynamics 365

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КОМЕНТАРІ • 6

  • @sherryschooler668
    @sherryschooler668 2 роки тому +1

    I liked your video. It was helpful. I have 2 things I need help with. I have created a simple 8-step Sequence that I will manually connect leads to when it's the right time in our sales process. There's a few special scenarios that I wanted guidance on. 1) Is there a way to connect a lead to a Sequence But start mid-way into the steps? For example to start the lead at Step 3 and to have skipped the emails from Step 1 /2? Then 2) I have the option set to disconnect the sequence if I get a reply from lead. If someone replies OOO but should really be kept in the sequence, can I put them back into sequence where they left off? Thank you for the help

  • @sufia0007
    @sufia0007 2 роки тому

    Great Video! I was wondering if we can setup sales Accelerator in a custom app, or can we only configure in the Sales Hub?

    • @preactcrm
      @preactcrm  2 роки тому +1

      Hi Ana, Thanks for watching! The Sales Accelerator is only available within the Sales Hub and requires either a D365 Sales Enterprise or Premium licence.

  • @vishalparmar9857
    @vishalparmar9857 2 роки тому

    Hello There,
    I am using Dynamic 365 and I want to automated email on sequence, so how I can add this column

    • @preactcrm
      @preactcrm  2 роки тому +1

      Hi Vishal, hopefully this Microsoft article will be helpful in setting up and configuring the feature - docs.microsoft.com/en-us/dynamics365/sales/create-and-activate-a-sequence

    • @vishalparmar9857
      @vishalparmar9857 2 роки тому +1

      @@preactcrm Hello There,
      Thanks for the response to my reply
      Thank you and have a great day ahead