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Enrol a lead in a sequence

Start a sequence from the lead, and stop it when it's no longer needed.

SequencesUpdated 1 min read
  1. Open the lead.
  2. Under Follow-up sequence, choose a live sequence and select Start sequence.
  3. Select Stop sequence to stop it early.

Each enrolment shows as In progress, Finished, Paused or Stopped. A converted lead no longer needs a follow-up sequence.

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Build a follow-up sequence

Add email and task steps with timing, then set the sequence live.

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Build a form, choose where each answer is saved on the lead, and preview it.

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Write or reuse an email without leaving the lead, contact or opportunity.