Automate follow-ups with prospects to streamline communication before and after raising a proposal. Setting up Email and SMS templates in sequences allows you to leverage automation effectively for customer chasing. Automated sequences save time, ensure consistent communication, and increase follow-up efficiency.
View Setting
➡️ Profile Icon > Settings > Automation > Sequences > View
Add a New Sequence
➡️ Add New Sequence
Complete details in the side panel
Click Save
Setting up a Sequence
➡️ Set up Sequence
Add Blocks
Delay Blocks: Set delays between follow-ups > Save
Communication Blocks
Email: Select an Email template from the drop-down > Save
SMS: Select an SMS template from the drop-down > Save
Action Blocks
Scheduled Activity: Fill out the side panel to add a follow-up action > Save
Notification: Complete the notification setup > Save
Design Workflow: Arrange the blocks to build a logical follow-up sequence.
Click Save
Activating a Sequence
➡️ Toggle the switch to Green > Type CONFIRM > Confirm
Sending a Sequence
➡️ Navigate to the Customer or Opportunities dashboard
View the Opportunities record
Click Add Record
Select Send Sequence
Choose a sequence template from the drop-down.
Select Send Sequence To
Click Send
Stopping Sequences
To automatically stop a sequence
➡️ Set up Sequence
Navigate to the Exit Criteria Tab
Click Add New Exit Condition
Choose one or more automatic exit conditions:
Proposal accepted
Proposal rejected
Proposal expired or deleted
Any incoming communication (call or email)
Required media files received through the portal
Once the exit condition is met, the sequence will stop automatically.
To manually Stop a sequence
➡️ Navigate to the Customer or Opportunities dashboard
View the Opportunities record
Select Stop Sequence on the timeline