How to automatically enroll a Deal in the Sequence? Follow

Automatically enroll a deal in Sequence whenever a deal stage is Updated in a pipeline by combining the power of two great tools of Salesmate - Workflows and Sequences.

To create a workflow :

• Navigate to the More Icon on the left menu bar
• Click on Workflow

OR

• Navigate to the Profile icon on the top right corner
• Click on Setup
• Head over to the Automation category
• Click on Workflow 

• Click on New Rule

Basic Information

• Create a workflow on the "Deals" Module
• Provide a Rule Name
• Give a description if required, then click on Next.

Execute On

• Execute the workflow on Field Update
• Select the field update as Pipeline
• Select 'From' stage >> Select 'To' stage

Rule Criteria

• You can also apply specific conditions to your workflow
• Say, where Tags = Lead

Actions

Under Actions, select "Enroll to Sequence"

Here, now select the Sequence option:

• 'Select Sequence' From all the sequences available inside your account, in which you want to enroll the contacts.
• 'From Email': The email address from which you want to send emails.
• 'From Number': The number from which you want to send Text/SMS.
• 'Select Sequence Stage to Start with': You can also select from which stage of the sequence you want to start with.
• 'EXECUTION': You can also select the execution of the sequence accordingly, i.e., Immediate or Scheduled.