Once a Sequence is added to a Lead or Contact, the Sequence name will appear on the top of the Guided Selling Module.
Each Sequence action, past, present, and future will appear in a timeline list of on the Guided Selling Module.
Sequence Actions Analytics
Sequence Analytics will display for the lead or contact record. Card includes:
Past Actions–number of sequence actions completed
Future Actions–number of sequence actions scheduled for today or later
Emails Opened–number of emails opened by the recipient
Calls Connected–number of calls that lasted 90 seconds or longer
Sequence Actions Timeline
Completed Actions
Actions in the past will display with the Sequence Action name, the Sequence ID, the outcome of the action, and the date the action occurred.
You may select the Sequence Action Name to view more information about the Action.
Outcomes Displayed
- Sent displays if email is sent but not opened
- Opened displays if email is opened but no reply was sent
- Replied displays if email was replied to
Calls
- Dispositition from call is displayed
SMS
- Sent displays when SMS is sent
Tasks
- Task status displays when updates
Current Actions
The current action in queue appears on the owner’s Today view. The action may be completed from the Today view.
You may select the Sequence Action Name to view more information about the Action.
To skip the action, select the menu on the right side of the action and choose Skip Action.
Future Actions
Actions scheduled in the future display with the Sequence Action Name, Sequence ID, and the date the action is scheduled for.
You may select the Sequence Action Name to view more information about the Action.
To skip the action, select the menu on the right side of the action and choose Skip Action.