Manage Sequences: Assigning Email Notifications for Stages and Statuses
Here’s a step-by-step guide:
1. Navigate to Sequences
Go to the Automation section and select Sequences.
2. Assign Email Notifications
Choose the specific sequence
Assign email notifications for each stages and statuses:
Example of managing Sequences
Stages and Statuses with Notifications
Initial Contact: Set up notifications for when a lead is initially contacted.
Callback Requested: Notify the team when a callback is requested by a lead.
Not Interested: Automatically inform the team when a lead is marked as not interested.
Contacted: Send a notification when contact with a lead is confirmed.
Qualified Lead: Notify the team when a lead is qualified.
Not Qualified: Alert the team when a lead does not meet qualification criteria.
Needs More Information: Trigger notifications if additional information is needed from the lead.
Interested: Send notifications when a lead shows interest in the product or service.
Negotiation: Set up alerts for when the lead enters the negotiation phase.
Price Negotiated: Inform the team when pricing terms are discussed and settled.
On Hold: Notify when the lead’s process is put on hold.
In Progress: Send notifications for leads actively being worked on.
Closed Deal: Automatically notify the team when a deal is closed.
Follow-Up Needed: Set reminders for any follow-up actions after closing a deal.
Lost: Alert the team if the deal is lost.
Won: Celebrate success by notifying the team of won deals.
3. Finalize Notifications
Review the assigned notifications for accuracy.
Set Remiders and notification frequncy
Save the sequence to ensure the notifications are active.