Enroll Leads in Sequences in Zendesk Sell
How do I enroll a lead or contact in a sequence in Zendesk Sell?
To enroll a lead or contact in a sequence, you need to select a sequence from the list and add the lead or contact to it.
First, navigate to the Leads or Contacts section on the sidebar in Sell and choose a specific lead or contact. Then, click on the Sequences widget and select 'Add (+)'. If no sequences are available, it means your admin hasn't set one up yet. Once you select a sequence, you'll see details about when the first task or email is scheduled. Click 'Next' to preview the sequence steps, and then 'Start sequence' to activate it. The lead or contact will now receive emails or tasks as per the sequence. For more details, check theoriginal link.
More related questions
Can I start a sequence for multiple leads or contacts at once in Zendesk Sell?
Yes, you can start a sequence for multiple leads or contacts simultaneously in Zendesk Sell. To do this, go to the Leads or Contacts section on the sidebar. Use the Index or Table views to select the checkboxes next to the leads or contacts you…
How can I view the sequence status for a lead or contact in Zendesk Sell?
You can view the sequence status for a lead or contact using the Sequences widget in Zendesk Sell. Navigate to the Leads or Contacts section and select a specific lead or contact. Click on the Sequences widget to see a summary of active, blocked,…
What happens if a lead or contact responds to an email in a sequence?
If a lead or contact responds to an email in a sequence, the sequence automatically ends for that individual. This means no further emails or tasks will be sent or created for them as part of that sequence. The same applies if a lead is converted…
How do I stop a sequence for a lead or contact in Zendesk Sell?
To stop a sequence for a lead or contact, use the Sequences widget in Zendesk Sell. Select the lead or contact from the Leads or Contacts section. Hover over the sequence you wish to stop in the Sequences widget and click 'X'. This will immediately…
Can I view all sequences and scheduled emails for multiple leads or contacts?
Yes, you can view all sequences and scheduled emails for multiple leads or contacts using the smart list feature in Zendesk Sell. In the Leads or Contacts smart list, refer to the Ongoing Sequences and Completed Sequences columns. These columns…
What should I do if a sequence is blocked in Zendesk Sell?
If a sequence is blocked in Zendesk Sell, you can view the reason and take action to resolve it. Blocked sequences are visible in the Sequences widget, showing the number of steps and the reason for the block, such as email delivery issues or email…
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