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Manage your sequences in the sales accelerator
learn.microsoft.com
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Under Sales accelerator, select Sequences. “On the Sequences page, select and open the sequence for which you want to view details such as activities and assigned records.” To view the list of connected records, select the Connected record tab. In this example, you're selecting a sequence with the lead record type. You can also remove and connect records with the sequence through this view. For more information, see Connect a sequence to records. The Connected segments section lists the segments that are associated with the sequence. The Connected records section displays the list of records that are connected to the sequence, with the following columns: Progress: Shows the number of steps that are completed in the record. Current step: Shows the step that is to be completed. Days elapsed: Shows the number of days since the record moved into the current step.
On the Sequences page, select and open the sequence for which you want to view details such as activities and assigned records. Tip Alternatively, you can hover over a sequence and then select More options > View sequence. The sequence opens and on the Designer tab, you can view the activities that are defined for the sequence. “The Connected records section displays the list of records that are connected to the sequence, with the following columns:” To view the properties of the sequence—such as, name, description, record type, and owner—select Properties. If the sequence is in the active state, you can only view the information. To update the name or description, you must deactivate the sequence. You can't edit record type or owner information at any time.