Using Guided Selling
Using Guided Selling
Roles:
Sequence AgentSequence Admin
License:
Guided Selling
Learn how to use Guided Selling effectively. These guides cover each of Guided Selling’s core functions: Engage, Sequences, Participants, Templates, Quick Actions, Snippets, and more.
Guides
Complete actions and manage your daily workflow
Create and manage sales sequences
Manage participants in sequences
Note, SMS, and email templates for sequence actions
Reusable content blocks for emails
One-off actions on Leads and Contacts that appear on Engage
Send standalone emails from Lead or Contact records outside sequence steps