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Access to this page requires authorization. You can try changing directories.
After you create and activate a segment, connect the segment to a sequence. When you connect the segment, leads, opportunities, accounts, contacts, and insights automatically start the sequence.
You can connect segments to sequences in your work assignment settings or by using the sequence designer.
Prerequisites
Connect a segment to a sequence
Sign in to Dynamics 365 Sales Hub.
In the lower-left corner of the page, select Change area > Sales Insights settings.
Under Sales accelerator, select Work assignment.
Select a Record type.
The Sequence connected column shows None if no sequence is connected to the segment.
Select a segment that isn't connected to a sequence, and then select Connect sequence.
Select a sequence, and then select Connect.
If none of the sequences listed seems appropriate, create a sequence to connect to the segment.
If you want to connect a different sequence to the segment, disconnect the current sequence first.
Considerations
Keep the following considerations in mind when you're connecting segments to sequences:
- The application runs on a pooling mechanism and retrieves records that it processes at regular intervals. There might be a delay between when a record meets the segment criteria and when it's added to a sequence.
- The system segments records only if at least one active segment is connected to a sequence or at least one active segment has an active assignment rule.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.