Ability to Use Sequences at the Deal Level with Deal Variables

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Jason Galicinski

• February 19, 2020 17:07

Most of our sequences need to help us communicate about a deal. We want the ability to:
- enroll people when looking at a deal.
- sequence emails need to include Deal Variables
- you can see the sequence emails under the deal. (like any other email that was attached to a deal).
- add sequences to a folder (like templates).

Currently, you can only assign CONTACTS to a sequence directly, not through a deal. This defeats the purpose of a sequence. The point of a sequence is to help you close deals, not just communicate with people. Not having sequences at the deal level makes it almost impossible to use in the real-world.

This is related to this, but not the same thing:
https://support.salesmate.io/hc/en-us/community/posts/360055036911-Sequences-Please-add-visual-icon-to-indicate-that-contact-in-a-deal-is-enrolled-in-a-sequence

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  Crystal Hoag

  • February 19, 2020 17:28
  • Edited

  Seems only logical that anywhere you email people from, you could also enroll them in sequences. HUGE disappointment to not be able to do this. Please add this feature ASAP. 

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  Team Salesmate

  • April 13, 2020 09:27

  Good News, We are coming up with an option to enroll deals to sequence. Whereas you can enroll current primary contacts of the deal or all other participants inside the sequence.

  This will also let you to use deal variables.

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  Team Salesmate

  • July 13, 2020 07:00

  Guys,

  Now you can enroll contacts associated with deals to the sequences. Please check out all new options available here with: 
  
  https://support.salesmate.io/hc/en-us/articles/360044514952-Enroll-Deals-to-sequence

  Regards,
  Team Salesmate

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