Steps to create sequences

You can create a Sequence by clicking 'Sequences' under the three-dotted button on the left-hand menu of Salesmate.

In case the left-hand menu is expanded you will find the option under "More"

• Click on the "Create Sequence" on the sequence list page to start creating your sequence

Every sequence consists of:

• A Sequence Title i.e. the name ( that describes the purpose of the sequence and matches your organization's naming conventions ) 
• At least one Stage, and
• A sending schedule Execution Time( wait time ).

A sequence can have one or more sequence steps which could be a combination of

• Email (Manual or Auto)
• Texts (Manual or Auto), and
• Activities ( as an Action or Reminder ) 

Create your sequence using the above combination of steps and once you have completed adding the steps hit "Save" and then "Push Live" to enable the sequence.

• Once a sequence is "Live" you can enroll contacts to this sequence.