Sales sequences — automated follow-up steps
Enroll a deal contact into a timed sequence of emails and tasks so no follow-up falls through the cracks.
A sequence is a pre-written series of steps — emails, tasks, and reminders — that run automatically over a number of days. Instead of remembering to follow up manually, you enroll a contact and the system takes care of the timing.
How sequences work
A sequence might look like this: Day 1 — send introductory email. Day 3 — create a task reminding you to call. Day 7 — send a follow-up email if they have not replied. When you enroll someone, these steps run in order starting from today.
Enrolling a contact from a deal
- 1Open the deal.
- 2In the Contacts card on the right, find the contact you want to enroll.
- 3Click the three-dot menu next to their name.
- 4Click Enroll in Sequence.
- 5A panel opens showing your available sequences. Click the one you want to use.
- 6Review the sequence steps. You can edit the email text before starting.
- 7Click Start Sequence. The first step runs immediately (or on the schedule you set).
What happens when someone replies
If the contact replies to any email in the sequence, the sequence pauses automatically. You will see a notification on the deal timeline. This prevents you from sending the next follow-up to someone who has already responded.
Stopping a sequence early
- 1Open the deal.
- 2In the Contacts card, find the enrolled contact.
- 3Click the three-dot menu and click Stop Sequence.
- 4The remaining steps are cancelled. Steps already sent remain on the timeline.
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