Adding Sequence Association Info to Lead/Contact

To offer clear visibility for users on which Sequence a Lead/Contact is in, add the Sequence Association related list to your page layouts.

Add List to Lead/Contact Page Layout

1. Go to the page layouts for your Lead and Contacts
2. Navigate to Related Lists
3. Drag the Sequence Association related list onto your page layout
4. Recommend field order:
   1. Sequence
   2. Sequence Association Name
   3. Created Date

Update Page Layout for Sequence Association

1. Go to Page Layout for Sequence Association
2. Recommend adding the following fields
   1. Sequence Association Name
   2. Lead
   3. Contact
   4. Sequence
   5. Record Type