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Add Sales Sequence Information To A D365 View

Megan V. Walker Profile Picture Megan V. Walker 1,810 Most Valuable Professional
Users can manage their Sales Sequence activities using the Sales accelerator work list which is great. However, what if they just want a list of all the Leads or Contacts (or other entity) that are currently in an active Sales Sequence, and what step of the sequence they are in? Or their manager wants to … Continue reading Add Sales Sequence Information To A D365 View

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