Customize Sequence Messaging on User Lookup Fields
Taylor Jennings
Sequence messaging can only be sent from a static individual or the Lead Owner field, limiting flexibility when the appropriate sender lives in a different CRM field like Account Owner, Opportunity Owner, or SDR assigned.
Allow sequences to pull sender information from any user lookup field in the CRM, so messages can be sent from the correct person based on account ownership, opportunity stage, or team structure without manual workarounds.