How to create a fixed message sequence by stage

1. 1
   Step 1:

   In the menu, open Sell › Automatic follow-up and click the Fixed sequences tab.

   

2. 2
   Step 2:

   Click New sequence.

   

3. 3
   Step 3:

   Write the Sequence name. In When to start, choose what triggers it: entering a stage, losing the deal, or the deal being stalled.

   

4. 4
   Step 4:

   In Stages that trigger, click the funnel stages that start the sequence. Leave it empty to apply to any stage.

   

5. 5
   Step 5:

   In Steps, set the Delay in days and write the Message for the first send. The variables listed there, like the contact's name, are replaced with each customer's data. Use Add step for the next sends.

   

6. 6
   Step 6:

   In Options, leave Active turned on for the sequence to take effect. Mark as lost when exhausted closes the deal as lost if the customer doesn't reply to any message. Click Create sequence.

   

7. 7
   Step 7:

   Back on the Follow-up screen, open the Fixed sequences tab: the sequence is in the list. From now on, every deal that enters the chosen stage receives the messages.

   

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