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Create segments and connect them to sequences
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Work assignment is a feature of Dynamics 365 Sales that helps you automate your sales team's activities. You can use work assignment to create segments of records based on conditions and connect them to sequences that perform actions on those records. “A sequence is a set of actions that are performed automatically on the records in a segment, such as sending emails, making calls, or creating tasks.” In this article, you'll learn how to create and activate segments in work assignment and connect them to sequences.
Work assignment is a feature of Dynamics 365 Sales that helps you automate your sales team's activities. You can use work assignment to create segments of records based on conditions and connect them to sequences that perform actions on those records. “A segment is a group of records that meet criteria that you define.” In this article, you'll learn how to create and activate segments in work assignment and connect them to sequences.
In Segmentation
Work assignment is a feature of Dynamics 365 Sales that helps you automate your sales team's activities. You can use work assignment to create segments of records based on conditions and connect them to sequences that perform actions on those records. “For example, you can create a segment of leads that come from a certain source, such as your website or trade shows.” In this article, you'll learn how to create and activate segments in work assignment and connect them to sequences.
In Segmentation
Enter a Name and, optionally, a Description of the segment. “The priority determines which segment records are assigned to when they meet the criteria for more than one.” Select Next to open the segment condition builder page. On this page, define the conditions that are used to evaluate records for assignment to the segment. You can add up to 10 conditions in a segment, including conditions that are based on groups and related entities. If you need more, contact Microsoft Support. Read our recommendations for adding conditions.
In Segmentation
Work assignment is a feature of Dynamics 365 Sales that helps you automate your sales team's activities. You can use work assignment to create segments of records based on conditions and connect them to sequences that perform actions on those records. “A segment is a group of records that meet criteria that you define.” In this article, you'll learn how to create and activate segments in work assignment and connect them to sequences.
“You can use work assignment to create segments of records based on conditions and connect them to sequences that perform actions on those records.” A segment is a group of records that meet criteria that you define. For example, you can create a segment of leads that come from a certain source, such as your website or trade shows. A sequence is a set of actions that are performed automatically on the records in a segment, such as sending emails, making calls, or creating tasks. For example, you can create a sequence that sends a welcome email to new leads and then schedules a follow-up call.