Active email or text Sequences

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Emails and Texts can be sent in sequences in a certain interval of time.

After creating emails or text templates you can choose to send them in sequence to a single lead or in bulk sequences.

Sending email or text sequences to a lead

  • When on the lead view, on the left side of the page, scroll down to find the features Active Email Sequences / Active Text Sequences.

  • To create an email / text sequence, just click on the plus sign (+). It will open a new email / text window in the lead interactions in the same page.

  • Go ahead and choose an email / text sequence.
  • To send the sequence, click on start.
  • To cancel it, just click on the recycle bin.

Viewing Active Email or Text sequences for a lead

When on the lead view, on the left side of the page, scroll down to find the features Active Email Sequences / Active Text Sequences. You can view all the email / text sequences sent to this lead.

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