Changing Sequence Ownership

The user creating the Sequence is the default owner of the sequence. However, any user having admin rights can change the ownership of the sequence.

How to change ownership of a sequence:

• While the sequence is not live

• While the sequence is live

While the sequence is not live

• Click on 'Sequences' under the three-dotted (More) button on the left-hand menu of Salesmate.

• Click on the 'edit' under the actions button in front of the Sequence you would like to change the ownership for.

• Navigate to the 'Settings' tab
• Under the 'Ownership' heading select the user you would like to change the owner and hit 'Update'

While the sequence is live

• Click on 'Sequences' under the three-dotted button on the left-hand menu of Salesmate.

• Click on the 'Change Owner' under the actions button in front of the Sequence you would like to change the ownership for.

• Select the new 'owner' and the 'email' which will be used to send emails for forthcoming sequence steps and hit 'save'