View sequence tasks

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View sequence tasks assigned to you from the CSM Configurable Workspace.

    Antes de Iniciar

    Role required: sequence viewer [sn_crm_sequence.viewer]

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Sequences > My Sequence Tasks.
    4. View your in-progress sequence tasks by selecting My Active Sequence Tasks.
      For more information, see My sequence task list view.
    5. View the sequence steps for a record by selecting it.

    O que Fazer Depois

    Engage with your prospective customers by following the activities in the sequence steps. For more information, see Complete predefined customer engagement tasks.