Sales sequences
Overview
A sequence is a defined series of follow-up steps that a lead or deal is enrolled in. It is built from three blocks: email, task and wait.
Following up rarely fails for want of willingness and almost always for want of remembering. A sequence takes over exactly that part — and ends itself as soon as it is no longer needed.
Core tasks
Build a sequence. New sequence requires a name; description and active state are optional. Steps are added and ordered with the arrow buttons. Each step can carry a wait before it, in minutes — which creates the spacing between touches.
Compose email steps. Subject and body, with placeholders for contact and customer. The send automatically switch decides the character of the sequence: without it the mail is prepared and a person sends it; with it the sequence runs unattended.
Set the exit on reply. End on reply stops the sequence as soon as the person answers. This is the most important setting on the page: without it, somebody who has already replied keeps receiving reminders — and a helpful follow-up turns into a nuisance.
Survey what exists. The list shows name, number of steps, number of running enrolments and the active state.
Fields in detail
The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.
Creating and editing a sequence
| Field | Required | Values / format | What it does |
|---|---|---|---|
Name name | yes | text, max. 150 characters | The name the sequence is offered under when enrolling a lead or deal. |
Description description | no | text, max. 500 characters | What the sequence is for. Helps a colleague pick the right one. |
Active active | no | yes/no | Off means no new enrolments. Participants already running finish their steps. |
Exit on reply exitOnReply | no | yes/no | If the recipient replies, they leave the sequence. This prevents the most embarrassing case of follow-up automation: the third reminder to someone who answered long ago. |
Steps steps | no | list of steps | The sequence itself — see below. With no step, nothing happens. |
Steps
Every step is an email, a task or a wait; the order is the order of execution.
| Field | Values / format | What it does |
|---|---|---|
| Type | email, task, wait | Email writes to the participant, task creates a task for the owner, wait pauses the sequence. |
| Delay (minutes) | whole number | The gap from the previous step. These waits give the sequence its rhythm. |
| Send automatically | yes/no | Email only. Off means the mail is prepared and waits for release instead of going by itself. |
| Subject / Body | text with placeholders | Content of the email. Placeholders resolve per recipient. |
| Task title | text | Task only: the title it lands under for the owner. |
Interface and automation only
| Field | Values / format | What it does |
|---|---|---|
enrollSubjectType and enrollSubjectId | kind and identifier of a record | Enrols a lead or deal into the sequence. In the interface the Enrol in sequence button on the record does this; through the interface it is these two entries. |
brandId | one of your brands | Limits the sequence to one brand. Empty means visible to all. |
Settings & permissions
- Module
module.crm. crm.config.manageto create and change.- Dispatch runs through the system's single communication path, not around it — sender and brand
follow the system mail accounts.
- Task steps create activities that appear in the usual trail.
- Sequences are sales follow-up, not a general rule engine. Everything else belongs in
FAQ & troubleshooting
A customer keeps receiving mail although they replied. Then End on reply is not set.
When deleting a sequence — what happens to running enrolments? They end. The confirmation says so explicitly.
The email is not sent. Check first whether send automatically is set — otherwise the mail waits for a person. Then the sending route, see System mail accounts.
The placeholders stay empty. Then the detail is missing at source — a contact on the lead, for instance.