Connect segments to sequences
After you create and activate a segment, connect the segment to a sequence. Leads, opportunities, accounts, contacts, and insights that are connected to the segment automatically start the sequence.
You can connect segments to sequences in your work assignment settings or using the sequence designer.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Microsoft Relationship Sales |
| Security roles | System Administrator, Sequence Manager, or Sales Manager |
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 retrieved records are processed at regular intervals. There might be a delay between when a record meets the segment criteria and when it's added to a sequence.
- Records are segmented 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 options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- 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.