Sequences are a series of touch points separated by intervals of time. You will add prospects to your sequence to find the optimal time to contact prospects, decide which strategies are most effective, and save you time!
Here is a sequence overview:
The tabs at the top take you to different pages within your sequence:
- The overview shows you the outline of the sequence, including the number of steps, how long it'll take a prospect to make it through the sequence if they do not respond as tasks are completed on time, how much of the sequence is automated, and shows a preview of all steps (touch points) within your sequence.
- The insights tab let's you drill into sequence reporting.
- The settings tab let's you make adjustments to how the sequence reacts to certain events, through your ruleset, adjust the schedule for email delivery and task assignment.
- The prospects tab filters down to all prospects in this specific sequence, where you can look at the emails, calls, and tasks related to the sequence, as well as activity that has taken place within your sequence.
To learn more about sequences, please go here!