Purpose: Allow you to quickly automate out communication to prospects. Used to chase info before and after a proposal is raised.
Please note:
- Email templates cannot be used when sending manual emails via Customers/Jobs
Related guides
- Email templates
- SMS templates
- Scheduled activities
- Opportunities
Add new sequence
- Profile icon > Settings > Automation > Sequences > View > Add new sequence > Complete Side panel > Save
Set up a sequence
- Set up >
> Add blocks to build the Sequence > Save
- Delay blocks
- Delay > set Delay > Save
- Communication blocks
- Email > select Email template from drop-down > Save
- SMS > select SMS template from drop-down > Save
- Actions blocks
- Scheduled activity > complete the side panel > Save
- Notification > complete the side panel > Save
Activating a Sequence
- Toggle switch to Green > type CONFIRM > Confirm
Send a Sequence
Opportunities > Choose from the Opportunity Pipeline > Add record > Send sequence > Choose sequence template > Send sequence to > Send