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Building and Managing Sequences

Create a New Sequence

September 9, 2022

Adding Sequence Exit Criteria

September 9, 2022

Adding Sequence Entrance Criteria

September 9, 2022

Adding Sequence Actions to a Sequence

September 9, 2022

Adding a Field Update to a Sequence Action

September 9, 2022

Adding Conditional Criteria to a Sequence Action

September 9, 2022

Using Date/Timestamp Formula Fields in Sequence Criteria

June 7, 2023

Guided Selling Trigger Behavior & Formula Field Limits

September 12, 2025

Sequence Delegation

September 23, 2022

Sequence Re-Entry

March 20, 2023

Configure a slow drip for a Sequence

September 9, 2022

Activating a Sequence

September 9, 2022

Removing a Participant from a Sequence

September 23, 2022

Configure Email Threading

September 9, 2022

Pause a Participant in a Sequence

September 23, 2022

Measure the Success of Individual Sequences

September 23, 2022

Editing a Sequence

September 9, 2022

Deactivating Sequences

September 9, 2022

Deleting a Sequence

September 9, 2022

Searching for a Sequence

September 9, 2022

Filtering Sequences

September 9, 2022

Cloning a Sequence

September 9, 2022

Exit Type & Criterions Met on the Sequence Association Object

October 30, 2022