From Participant Tab

The Participants tab in Guided Selling provides a dedicated view for managing all participants across sequences. This is the primary location for viewing and managing participants.

Accessing the Participants Tab

Participants Tab Features

The Participants tab provides:

• Comprehensive participant list: View all participants across all sequences
• Filtering options: Filter by sequence, status, action type, and more
• Search functionality: Search for specific participants
• Bulk operations: Perform actions on multiple participants
• Action management: Complete, skip, reschedule actions for participants
• Participant details: View detailed information about each participant

Viewing Participant Information

For each participant, you can see:

• Participant name and company
• Current sequence association
• Action progress and status
• Upcoming actions
• Completed actions
• Sequence history

Managing Participants

From the Participants tab, you can:

• View participant details: Click on a participant to see full details
• Complete actions: Mark actions as complete
• Skip actions: Defer actions that aren’t relevant
• Reschedule actions: Change the timing of actions
• Remove participants: Exit participants from sequences
• Create quick actions: Add one-off actions for participants

Filtering and Searching

Use the filtering options to:

• Filter by specific sequences
• Filter by action type
• Filter by status (active, completed, deferred)
• Filter by date ranges
• Search by participant name, company, or email

Best Practices

• Use filters to focus on specific participant groups
• Regularly review participant status
• Use bulk operations for efficiency
• Monitor participant progress through sequences
• Remove participants who no longer qualify