View sequence tasks
View sequence tasks assigned to you from the CSM Configurable Workspace.
Before you begin
Role required: sequence viewer [sn_crm_sequence.viewer]
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
Image omitted: list-outline-24.svg
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Navigate to Sequences > My Sequence Tasks.
View your in-progress sequence tasks by selecting My Active Sequence Tasks.
For more information, see My sequence task list view.
View the sequence steps for a record by selecting it.
What to do next
Engage with your prospective customers by following the activities in the sequence steps. For more information, see Complete predefined customer engagement tasks.
Parent Topic:Using Customer Engagement Sequences
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