Create a multi-step Sequence to engage with your prospects. Depending on your subscription plan, you can create Sequences with email, call, and task steps.
Go to the Sequence tab which can be found under 'Outreach' in the grey banner.
Select 'Create Sequence' to set up a new Sequence.
Complete the fields in the pop-up window to create your Sequence:
1. Name the Sequence.
2. Choose a 'Sequence Schedule.' Sequence Schedules will ensure your email steps go out when you want them to.
3. 'Select Prospect Engagement Rules' to determine what should happen when a Prospect engages in a Sequence.
4. Your 'Daily Limits' is the number of new tasks (emailing or calling) that you will be assigned each day.
5. 'Open Tracking': make sure to toggle this feature on if you want to track your open rate.
7. 'Click Tracking': make sure to toggle this feature on if you want to track your click rate.
Don't forget to Hit the 'Save' button when you're done!
Reach out to your dedicated CSM via email or message us through the in-app chat if you have any questions!