1. Click on Drips
2. Click on the Stage you would like to edit Drips for
3. You will see the Default Sequence set up
4. Click on Add New Sequence
5. Fill out the information requested
6. Check Default Sequence if you would like to select the new sequence as default
Be sure to uncheck Default Sequence for the other Sequence that was default previously or it could cause overlap.
7. Click on Save
8. Click on the Stage you are editing Drips for
9. Click on Add New Drip
10. Fill out the information requested
11. Click on Save
12. Click on the Stage you are editing Drips for
13. You will see the New Sequence
To add your New Sequence to the Deal...
When changing the Sequence, keep in mind only Drips set for AFTER the amount of time the Deal has been in a certain stage will go out. For example, if you change Sequences 5 days after the Deal has been in the stage, a Drip meant for day 1 will not trigger -- only Drips after day 5.
14. Click on Sales Pipeline
15. Look for the Deal you would like to edit
16. Click on the name
17. Click on Current Sequence
18. Click on the New Sequence
19. Click on Save
