Sequence Concepts
Roles:
Sequence AdminSequence Agent
License:
Guided Selling
Learn how activation types, delegation, criteria, and slow drip work so you can configure sequences effectively.
Concepts
Lead, Contact, Opportunity, or Campaign—determines who can be enrolled and which fields are available
Manual vs. automatic enrollment and sequence priority
The steps in a sequence—calls, SMS, email, and tasks—and how they are scheduled
Entrance and exit criteria for adding and removing participants
Who owns participant actions and how to set delegated owners
Allow participants to re-enter the same sequence after exiting
Limit how many participants enter the sequence per day
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