Guided Selling Module: Managing Sequence and Actions on the Lead or Contact Page


The Sequence Module enables users to utilize the following features from within the Contact/Lead page: 

  • Add leads or contacts to a Manual Sequence
  • Identify which Sequence record is participating in  
  • Remove leads or contacts from Sequence
  • View scheduled Sequence tasks
    • Skip tasks 
    • See completed task outcomes
    • View additional information about tasks 

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