Sequences

Sequences help automate your sales process so you can spend more time engaging prospects.

Laxman Papineni avatar Vijetha Chaloju avatar
12 articles in this collection
Written by Laxman Papineni and Vijetha Chaloju

Team Sequences

Know all about team sequences - Creating, assigning users, stats, etc.
Vijetha Chaloju avatar
Written by Vijetha Chaloju
Updated over a week ago

Create a sequence

Create sales sequences to systematically follow up with prospects, track your response metrics, and automate tasks.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Add steps to your sequence

Add a step in your sequence for each task you perform when you engage a prospect.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Schedule a sequence

Schedule your sequences to control the times your automatic emails are sent.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Set your sequence sending limits

Use sending limits to control how many emails a single sequence can send out in one day
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Set stages for your sequence

Select which stage a prospect is set to when you add them to the sequence, and if they bounce, reply, or finish without replying.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Add prospects to a sequence

Add prospects to a sequence to start your sales engagement with them.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

Remove a prospect from a sequence

Remove a prospect from a sequence to stop tasks and emails being generated for them.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

See the prospects in a sequence

See all the prospects in a sequence sorted by their response or sequence step.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

View your sequence email report

You can see all the emails that have been sent from a sequence, and filter by their response.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

View your sequence calls report

You can view all the calls that have been made for a sequence and download the recordings.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago

View your sequence metrics

Use your sequence statistics to improve your best sales sequences.
Laxman Papineni avatar
Written by Laxman Papineni
Updated over a week ago