Action Sequences
To create an Action Sequence: Go to Action Sequence in the left navigation panel Choose Add Sequence Enter a description or unique name in the ...
Fri, Jul 30, 2021 at 9:05 PM
To Cancel an Action Sequence: Go to Action Sequence in the left navigation panel Click Edit under the Action Sequence you woul...
Sun, Jul 25, 2021 at 10:24 PM
To Clone an Action Sequence: Go to Action Sequence in the left navigation panel Click Edit under the Action Sequence you would like to ...
Sun, Jul 25, 2021 at 10:25 PM
To Edit an Action Sequence: Go to Action Sequence in the left navigation panel Click Edit under the Action Sequence you would like to change Update the ...
Thu, Jun 16, 2022 at 10:48 PM
A Paused Action Sequence means that action items for the sequence will not be processed and new items will not be added to the Action Queue. T...
Wed, Aug 4, 2021 at 10:37 PM
To Bulk Cancel Prospects from Sequences: Go to Prospects in the left navigation panel Click Filter Select the applicable Sequence Apply Click the &qu...
Sun, Dec 12, 2021 at 9:52 PM
To assign Prospects to Action Sequences: Go to Prospects in the left navigation panel Click Filter Filter applicable Prospects, including "No Sequ...
Sun, Dec 12, 2021 at 11:07 PM
To Reactivate Cancelled Sequences: Go to Action Sequences in the left navigation panel Toggle the option to "Include Paused/Cancelled Sequences?&quo...
Sun, Dec 12, 2021 at 10:40 PM
You can have multiple action sequences active at one time, targeting different lists of Prospects with different message templates and actions. By defau...
Mon, Jan 23, 2023 at 9:18 AM