{"id":31267,"date":"2022-03-29T12:14:39","date_gmt":"2022-03-29T06:44:39","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31267"},"modified":"2022-03-29T12:49:56","modified_gmt":"2022-03-29T07:19:56","slug":"perform-activities-from-sequence-step-in-sales-accelerator-and-correlate-it-with-timeline-activities","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/03\/perform-activities-from-sequence-step-in-sales-accelerator-and-correlate-it-with-timeline-activities\/","title":{"rendered":"Perform activities from sequence step in Sales Accelerator and correlate it with timeline activities"},"content":{"rendered":"

In this blog, we will see how the sequence feature makes teamwork or Sales Manager\u2019s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1<\/a> and blog 2<\/a> ) we have shown how to configure Sales Accelerator<\/strong> and create Sequence<\/strong>. Now, let\u2019s see some of the new features which are introduced in Sequence.<\/p>\n

With the latest feature, users can add notes while completing the activity as shown below. Here, you just need to click on the Mark Complete <\/strong>button to see the pop-up window where you can add the note and click on Got it<\/strong> button.<\/p>\n

\"Sales<\/p>\n

\"Sales<\/p>\n

Added notes will be shown in respective activity notes.<\/p>\n

\"Sales<\/p>\n

Note: When you check the \u2018Don\u2019t show this again\u2019 checkbox and click on the \u2018Got it\u2019 button then \u2018Add a note\u2019 pop-up window will be not shown for email activity on any of the sequences. <\/strong><\/p>\n

To see notes, you need to first uncheck the Hide checkbox for the Notes on Activity form and then save and publish the changes as shown below.<\/strong><\/p>\n

\"Sales<\/p>\n

You can add a note from more actions and can also snooze the phone call activity.<\/p>\n

\"Sales<\/p>\n

Once you click on snooze a pop-up will appear where you can select the Snooze until Date and Time.<\/p>\n

\"Sales<\/p>\n

If you have added any description while adding steps in sequence then you can also copy it from \u2018Up next\u2019<\/strong> activities.<\/p>\n

\"Sales<\/p>\n

Conclusion:<\/strong><\/h2>\n

In this way, you can easily perform several activities from sequence step in Sales Accelerator and correlate them with timeline activities.<\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

In this blog, we will see how the sequence feature makes teamwork or Sales Manager\u2019s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let\u2019s see some\u2026 Read More: Perform activities from sequence step in Sales Accelerator and correlate\u2026 »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,2361],"tags":[2529],"class_list":["post-31267","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-technical","tag-sales-accelerator"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t