Creating Sequences

Sequences can be created to be sent individually to one lead, or in Bulk to a group of leads or to all the leads at once.

Creating Sequences to send to one lead

• Go to the lead view. From the left side, click on the ( + ) sign next to  Active Email/Text Sequence.

Creating Sequences to send in Bulk

• Access the Leads View from the left sidebar.
• On the top right, choose Bulk email sequences or Bulk text sequences.

Sending bulk sequences

After creating your templates and sequences, you can send bulk sequences to your leads.

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