Adding records to Email Sequence
To guarantee thorough follow-up with your leads, opportunities, contacts, and candidates, it's important to acknowledge that new data is consistently integrated into the system. We have streamlined the process to enable you to seamlessly add these records to an existing sequence whenever necessary. This flexibility ensures that you can incorporate new data into your established communication sequences at any given moment.
Using List View
From an Individual record card in List View
Navigate to your desired section, such as Leads, Opportunities, Contacts, or Candidates, and access the list view.
Select an individual record from the list. For example, let's go to the Contacts section and choose a specific contact.
Once in the detailed view or record card, locate the "Overview" tab. Within this tab, navigate to the "Email Sequences" section and click on the "+Add to Sequence" button.
Choose the desired email sequence from the available options.
Click on "Choose Senders" to select the email address from which the sequence will be sent.
Click on "Start Sequence" to initiate the sequence for that member.
Important:
Only sequences specifically created for a particular record type will be visible in the corresponding section. For example, if a sequence is designed for Candidates, only Candidates can be added to it.
Bulk Adding Records in List View
Navigate to your desired section, such as Leads, Opportunities, Contacts, or Candidates, and access the list view. If necessary, apply filters to refine your selection.
Select your preferred records. For example, let's navigate to the Contacts section and choose the contacts you prefer. Once you've selected your preferred records, click on "Sequence."
Select the email sequence you prefer to add the selected records to.
Select the email address from which the sequence will be sent from by clicking on "Choose Senders."
Click on "Start Sequence" to initiate the sequence.
Using Board View
From an Individual record card in Board View
Navigate to your desired section, such as Leads, Opportunities, Contacts, or Candidates, and access the board view.
Select your preferred record from the board view. For example, if you're in the Leads board view, open the record card or detailed view of the chosen lead. Under the "Overview" tab, click on "+Add to Sequence". Alternatively, you can directly click on the sequences icon located on the record card in the top right corner to add the lead to a sequence.
Bulk Adding Records in Pipeline View
Navigate to your desired section, such as Leads, Opportunities, Contacts, or Candidates, and access the board view.
Select your preferred record from the board view. For instance, if you're in the Leads board view, choose your preferred leads. Once you've selected the records, click on "Sequence" to add them to a sequence.
Select the email address from which the sequence will be sent from by clicking on "Choose Senders."
Click on "Start Sequence" to initiate the sequence.