Cloning a sequence is an import functionality when you want to :
- Re-use the same sequence with some edits
- Share sequence with other users in a team without changing sharing policy
- Manual A/B test
How to Clone a sequence?
To clone a sequence inside Salesmate, you can follow these steps:
- Go to More >> Sequences
- Find the sequence name
- Click on Actions button shown as "..."
- Hit on clone option
- A new sequence will be created with the same stages
- You can re-order, add or edit those stages
- Once you are done with changes hit "Push Live" on the top right corner to use it.
- None of the contacts from the current sequence will enroll in the newly cloned sequence.
- If the user has reached the limit of active sequences for his account, then the system will not let him to clone the sequence.