A sequence is a series of actions that will be taken on each of your prospects. Here’s how to set one up…
1. Go to the “Sequences” Tab
2. Click “New Sequence” Button
3. Choose One of the Five Action Types
For more about the action types, see About the Sequence Actions.
4. Press “Add New Step” to Continue Building Sequence
5. Press “I’m Done” Button
Last modified:
2 March 2021