Add and Remove a Participant

When you enroll a participant, you are adding a Lead or Contact to a Sequence. The record becomes an active Participant on that sequence and Guided Selling schedules the Sequence’s Actions. Some actions may run automatically, and others appear as work for you to complete on Engage. The steps below cover manual enrollment from a record or list view.

Add a Participant in a Sequence

First decide whether you are enrolling a single Lead or Contact, or multiple records in the same sequence.

1. Open a Lead or Contact record in Salesforce
2. Locate the Participant Overview module on the record page, seen below

3. Click the Associate button next to an eligible sequence

4. Click the Yes, associate! button to enroll the participant

1. Open your Leads or Contacts list view in Salesforce
2. Select one or more records using the checkboxes
3. Click Add to Sequence in the toolbar. If you don’t see the button, click the down caret in the toolbar to open more list actions.

4. Click the Associate button next to an eligible sequence

5. Click the Yes, associate! button to enroll your participants

Enrollment Requirements

For a participant to be enrolled in an eligible Sequence:

• The participant must meet the sequence entrance criteria
• The participant must not already be enrolled in another sequence (only one active enrollment at a time)
• The sequence must be active

Automatic Sequences

If a sequence does not appear when you try to associate a record, it may use automatic enrollment. In that case, the system enrolls participants when they satisfy entrance criteria and do not satisfy exit criteria, and you cannot add them manually. Open the Sequences tab, select the sequence, and review its setup on the detail page; View Sequence Details explains each section (including activation type).

Manually Remove a Participant in a Sequence

In a well-configured sequence, participants typically exit automatically when they meet exit criteria, but you may encounter scenarios that require manual removal.

This section explains how to manually remove a participant from a sequence.

1. Open the Lead or Contact in Salesforce.
2. Locate the Participant Overview module on the record page, as shown below.
3. Click the menu dropdown to the right of the sequence name.

4. Click Remove Sequence, then click Remove in the confirmation window.

1. Open the Engage tab in Guided Selling.
2. Click the icon on the right side of the Participant’s Action.

3. Click Remove Sequence, then click Remove in the confirmation window.

1. Open your Lead or Contact List View in Salesforce
2. Select one or more records using the checkboxes
3. Click Remove from Sequence in the toolbar. If you don’t see the button, click the down caret in the toolbar to open more list actions.

4. Click Remove in the confirmation window.