Sequences

Create automated, multi-step outreach flows to nurture leads consistently.

Creating Sequences

Click New Sequence to build:

• Name - Sequence identifier
• Description - Purpose and target audience
• Steps - The outreach actions

Sequence Steps

Add steps to your sequence:

1. Email - Automated email with personalization
2. Task - Manual task reminder (call, LinkedIn, etc.)
3. Wait - Delay between steps (1-30 days)

Email Steps

Configure email steps with:

• Subject line - Email subject with merge fields
• Body - Message content with personalization
• Send time - Time of day to send

Task Steps

Task steps create reminders for manual actions:

• Task type - Call, LinkedIn, custom
• Instructions - Notes for the team member

Enrolling Contacts

Enroll contacts in sequences:

1. From contact view, click Add to Sequence
2. Or bulk enroll from contact list
3. Or auto-enroll via campaign

Monitoring Progress

Track where each contact is in the sequence:

• Current step - Where they are now
• Completed steps - What’s been done
• Engagement - Opens, replies, clicks
• Status - Active, paused, completed, removed