From Sequence List
Roles:
AdministratorManager
You can view participants for a specific sequence directly from the sequence detail page. This provides a focused view of all participants in that sequence.
Viewing Participants from Sequence Detail
Navigate to Sequence
- Navigate to the Sequence tab in Guided Selling
- Click on the sequence name to open the sequence detail page
- Scroll to the Participants section or click the Participants related list
Sequence Participants View
The sequence detail page shows:
- Total participants: Count of all participants in the sequence
- Active participants: Participants currently in the sequence
- Participant list: Table of all participants with key information
- Sequence metrics: Performance metrics for the sequence
Participant Information
For each participant in the sequence, you can see:
- Participant name and company
- Entry date
- Current action
- Progress through the sequence
- Status (active, completed, exited)
Managing Sequence Participants
From the sequence detail page, you can:
- View participant details: Click on a participant to see full information
- Add participants: Manually add participants to the sequence (for manual sequences)
- Remove participants: Exit participants from the sequence
- View sequence metrics: See performance data for all participants
- Export participant data: Export participant lists for reporting
Sequence Metrics
The sequence detail page also displays metrics:
- Active Participants: Current number of active participants
- Exited Participants: Total participants who have exited
- Conversion Rate: Percentage of leads converted
- Average Touchpoints: Average actions completed per participant
Best Practices
- Regularly review sequence participants to ensure they’re still qualified
- Monitor sequence metrics to track performance
- Use the participant list to identify participants who may need attention
- Review exited participants to understand why they left
- Compare participant counts with sequence limits
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