Locking and Unlocking a Sequence

As marketing head, you might like to stop any new enrollments happening to a Sequence, but you still want all current contacts to finish their sequence flow. To achieve this, you can always use the lock/unlock sequence feature, so that no one from the organization can enroll any new contacts to a Sequence even by mistake.

How to lock a Sequence?

To lock a sequence inside Salesmate, please follow these steps:

• Inside Salesmate, Go to More >> Sequences
• Find Sequence
• Click on Actions button
• Click on Lock
• A confirmation message will pop up, asking you to confirm your action.
• Click "Yes" to confirm

Note: Once a sequence is locked, you can't enroll any new contacts to it.

How to Unlock a Sequence

To unlock a sequence inside Salesmate, please follow these steps:

• Inside Salesmate, Go to More >> Sequences
• Find Sequence
• Click on Actions button
• Click Unlock
• A confirmation message will pop up, asking you to confirm your action.
• Click "Yes" to confirm