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Create segments and connect them to sequences

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  1. 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 sequence that sends a welcome email to new leads and then schedules a follow-up call.” In this article, you'll learn how to create and activate segments in work assignment and connect them to sequences.

    In Cadence design

  2. 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 Segment-specific cadence variants

  3. “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.

    In Segment-specific cadence variants

  4. 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

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