Using Customer Engagement Sequences

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read
  • Sales representatives view and work on sequence tasks assigned to them using the Customer Engagement Sequences application.

    Overview of using Customer Engagement Sequences

    Access the Customer Engagement Sequences app from the CSM Configurable Workspace to view your sequence tasks and complete predefined activities listed within it.