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How to Add a New Drip Sequence
How to Add a New Drip Sequence

This article will show you how to add a new drip sequence within your current drips.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago


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1. Click on Drips under Management on the left hand side of your screen.

Click on Drips under Management on the left hand side of your screen.

2. Click on Add New Sequence under the deal stage you want to add a sequence to.

Click on Add New Sequence under the deal stage you want to add a sequence to.

3. Fill out the Add New Drip Sequence form.

Be sure to change the Name and choose the Sort Order to pick where it shows on the sequence list. You can also click the box next to Default Sequence if you want to make it the default sequence used for all client communication.

Fill out the Add New Drip Sequence form.

4. Click on Save once finished.

Click on Save once finished.

5. Find the new sequence in the deal stage you created it under and choose Add New Drip.

Find the new sequence in the deal stage you created it under and choose Add New Drip.

6. Fill out the Add New Drip form shown below.

Fill out the Add New Drip form shown below.

7. Click on Save once finished.

Click on Save once finished.
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