Sequence conditions customization

(0) Share

Report

Posted on by OlehBohoslavets

I'm creating a sequence in Sales Insights and trying to create a conditional step for phone call the only options for conditions are Made and Received. Is there a way to set another condition if the phone call was answered or not?

Should I not be using sequences? What's the best way to guide sales reps through the sales process?

When you close a Phone Call Activity it shows a Close Phone Call form, is there any place I can customize it, what's the name for it in the back end? Can I add another field to check if the call was answered?

I have the same question (0)

All responses (5)

Answers (0)

OlehBohoslavets 45 on at

Like (0)

Report

docs.microsoft.com/.../create-manage-sequences here in video they show customized status options at 00:33

Does anyone know what form/entity/process/field this is?

Was this reply helpful? Yes No
MikeBMikeBMikeB 98 on at

Like (0)

Report

I have exactly the same issue as this.

The only "Advanced phone condition" I have is "Made" or "Received", whereas the Video suggests there should be "Call unanswered | Meaningful connect | Not interested" (and these options aren't available).

Can anyone explain why not? Or how to get them?

Appreciated.

Was this reply helpful? Yes No
Suggested answer

OlehBohoslavets 45 on at

Like (0)

Report

The field you're looking for is Phone Call Column Status Reason, make a nested selection under the column and when you will be closing the phone call activity it will give you second field to specify the details.

Was this reply helpful? Yes No
Suggested answer

MikeBMikeBMikeB 98 on at

Like (1)

Report

Great answer, OlehBohoslavets, thank you!

And for the uninitiated [like me], you add them here:

Very helpful, thank you!

Was this reply helpful? Yes No
alicanoRM2023 7 on at

Like (0)

Report

This is amazing - so MikeBMikeBMikeB did this in fact work?

Was this reply helpful? Yes No