Adding a record to a Manual Sequence from the Guided Selling Module

When viewing a Lead or Contact in Salesforce, you may add the record to a Sequence using the Sequence Module.

If the record is not currently part of a Sequence, the Sequence Module will display an Add Sequence button.

Select this button to trigger a query for any manual sequences with matching entrance criteria.

Note: If the record is already a participant in a Sequence, you will need to remove the record from the Sequence before you may add it to a new Sequence.  

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