Create sales sequences with Sales Insights
Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture opportunities and to do so they need to be laser focused and act effectively in a timely manner. Sales organizations continuously invest in ongoing training and coaching so that salespeople are familiar with best practices and operate according to the business processes recommended in their organization. Sequences help sellers align to these processes by following a predefined set of consecutive actions reflecting their sales organization best practices. In this module, you learn how to create and manage sequences for your organization. The following tutorials help you get started with creating a basic sequence, connecting it to a record, modifying it, and so forth.
Learning objectives
This module explains how to:
- Create a basic sequence.
- Connect a sequence to a record.
- Disconnect a sequence from a record.
- Edit a sequence.
- Establish a flow to automatically connect sequences to records.
Prerequisites
None