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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales accelerator - Se...
Customer experience | Sales, Customer Insights,...
Answered

Sales accelerator - Sequences setup

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Posted on by Thomas_MP 35
Hello,
 
I'm working on sales accelerator configurations and I'm kind of stuck in the sequences part.
 
Here is what I'd like to achieve :
- When a lead meets the segmentation and assignment rules, I'm assigning it to 1 sales person in charge on reassigning to the right sales perosn within the region
- That reassigned sales person is expected to qualify / disqualify the lead
 
Now back to sequences, how to handle different lead owner within a sequence ? Basically I'd like to :
- Create a task for sales person 1 to tell her/him to do the reassignment
- Wait step 1 day
- Create a task for sales person 2 to tell her/him to qualify/disqualify
 
Is that achievable?
 
Thank you,
  • Thomas_MP Profile Picture
    Thomas_MP 35 on at
    Sales accelerator - Sequences setup
    Thank you for your answer Dengliang Li.
     
     
    So basically, the activities linked to the lead you reassigned also got "transferred" to the newly assigned sales.
     
     
    The only issue is that that newly assigned sales is not properly notified he/she has a new lead to work on.
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Sales accelerator - Sequences setup
     Hi,
     
    Unfortunately, this cannot be achieved.
    After testing, Sales Accelerator's My Work List only displays Leads that belong to myself.
    As soon as I assign the lead to another salesperson, the lead disappears from the Work List.
     
    Unable to proceed to the next steps.

    Best Regards,
    Dengliang Li
     
  • Verified answer
    Thomas_MP Profile Picture
    Thomas_MP 35 on at
    Sales accelerator - Sequences setup
    Unless (and I think that is a yes), that the first step of the sequence will still be available to the reassigned sales person within sales accelerator?

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