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Customer experience | Sales, Customer Insights,...

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How to connect multiple sequences to a lead

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Posted on by liatb

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i have created two sequences and i want to connect both of them to the same lead.

in Sales hub i have the option to select only 1 sequence, is there some setup i am missing to allow me to select more than 1 sequence to the same lead?

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Leah Ju Microsoft Employee on at

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Hi liatb，

unfortunately, we can't achieve it now, which is by-design.

Based on Microsoft documentation:

https://learn.microsoft.com/en-us/dynamics365/sales/connect-a-sequence-to-records#ways-to-connect-sequence-to-records

1.You can't connect a sequence to a record that has already been connected with a different sequence.

When you select a record that was already connected, the Disconnect sequence option appears on the toolbar.

To connect to a different sequence, select Disconnect sequence. The record will be available to connect to the sequence you want.

2.When you choose multiple sequences to connect, and the chosen list contains both connected and disconnected records, no option to connect or disconnect will be displayed on the toolbar.

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