Contacts Enrolled in Sequence Follow

There are various places from where the contacts can be enrolled to a sequence. 

1. Contact list page

2. Contact detail page

3. Deal detail page

4. Gmail Chrome plugin

Contact List Page

Follow the steps mentioned below:

1. Go to Contacts Module
2. Select the contact you wish to enroll to a sequence by applying proper filters or selecting from a specific view.
3. Click on the checkbox beside the name of a specific contact
4. Hit on "Enroll to Sequence"

Contact Detail Page

Follow the steps mentioned below:

• Go to Contacts Module
• Click on the contact name you wish to enroll in a sequence
• Click on the "Enroll to Sequence" icon available under the Left Menu Panel

Deal Detail Page

Follow the steps mentioned below:

• Go to Deal Module
• Click on the contact name you wish to enroll in a sequence
• Go to the "Actions" menu - Click on the "Enroll to Sequence" 

Gmail Chrome Plugin

Follow the steps mentioned below to enroll contacts using the Gmail chrome plugin:

• Select any contact's email and you will be able to see the particular contact open on the righthand side of the screen
• You can also search the contact using the contacts list view and click on the particular contact.
• Hit on "Enroll to Sequence" from under Actions

Enroll Methods

Once you select the enroll button, the following details will be asked:

• From Email - The email address from which you are sending the email.
• From Number- The phone number from which you will be sending the text.
• Select Sequence- The sequence you wish to enroll a contact to.
• Select Sequence Step to start with 
• Date
• Action Button to “Start Sequence” - All the selected contacts will be enqueued to the sequence and you can then start the sequence.
• Action button to “Personalize”- On selecting the personalized option you will witness a screen loading with an option to edit your email and text messages before starting the sequence.
• Action button to Cancel request

,