Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Error Connecting Opportunities to Sequences

Posted on by 10

I'm having a permission error when attempting to connect opportunities to sequences for Sales Reps. I have system admin privileges so I'm not sure what is causing this issue.

Additionally, it seems that I am able to connect these opportunities to some sequences but not others. All sequences in this case are based on opportunities and not contacts.

Thanks for the help!

  • Suggested answer
    Steven SW Profile Picture
    Steven SW 10 on at
    RE: Error Connecting Opportunities to Sequences

    Update: Issue has been resolved

    Inspected the web page while attempting to add someone to a sequence which led to finding out that they didn't have email signature access.

  • Steven SW Profile Picture
    Steven SW 10 on at
    RE: Error Connecting Opportunities to Sequences

    When I'm creating a blank sequence I have the option to associate it with an opportunity.

    pastedimage1675432550456v1.png

    After creating a sequence and navigating to the "connected opportunities" tab I receive this error message when attempting to connect an opportunity that is owned by someone else to a sequence that is owned by me. Although there is another sequence that is also on the opportunity level that I do not get the permission error when connecting opportunities to that sequence.

    pastedimage1675433130396v2.png

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Error Connecting Opportunities to Sequences

    Hi Steven SW,

    Can you elaborate on the steps you made?
    I may have misunderstood,

    as far as I know, a contact-based sequence can only connect to contact or segment.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans