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Assigning Email & SMS Sequences

After an email sequence has been created you can assign it to your leads on the lead detailed screen.

After cleaning the cache and page reload you will see your “no cart” status in upcoming emails in the grid. Also, you can test what a scheduled email will look like to your prospects by clicking Click to receive that email - In that case an email will be sent to your registered user account email.

add a follow up


You can also add a follow-up sequence when sending an email to a lead from the lead detailed screen.

assignin email sequences

To delete a lead from a sequence, simply click on the cross on the Email sequence tab of a lead detailed screen.

removing contacts from email sequences

 You can view all scheduled Email and SMS Sequences on Detailed Led screen. "Click to receive that email" helps you to see the email you or your Salesperson scheduled earlier by sending the email to the email address you used for logging in. 

click to receive that email

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