Sequence Concepts
Roles:
Sequence AdminSequence Agent
License:
Guided Selling
Learn how record types, activation, actions, timing, criteria, delegation, re-entry, and participant pacing work so you can configure sequences effectively.
Concepts
Lead, Contact, Opportunity, or Campaign, which determines who can be enrolled and which fields are available
Manual vs. automatic enrollment, activation behavior, and sequence priority
Calls, SMS, email, and tasks, including manual and automatic execution
Control when actions become due or send using working days, business hours, and delivery preferences
Entrance and exit criteria for adding and removing participants
Control action ownership with Default Sequence Delegation, inherited settings, and action-level overrides
Allow participants to re-enter the same sequence after exiting
Limit how many participants enter a sequence per day
Understand Draft, Active, Inactive, and Deleted sequences, including activation, reactivation, and Safe Delete