What it covers
Create internal tasks and saved communication drafts while keeping the sequence and its enrolments reviewable.
Leads and sales
Sales sequences
Guide repeated follow-up across leads and contacts.
How it works
Make repeatable follow-up easier to run
Guide a series of follow-up steps for leads and contacts while keeping each enrolment reviewable. Sequences can create internal tasks and saved communication drafts for a person to use.
In practice
Review the sequence and its enrolments; messages are prepared as drafts rather than sent automatically.
When to use it
Useful situations
- Give a team a repeatable checklist for common follow-up situations.
- Coordinate internal tasks and message drafts for a lead or contact.
- Review who is enrolled and which sequence steps still need attention.
A working path
How the work moves
Design the steps
Build a sequence from clear, reviewable steps that match the team’s process. Use internal tasks for actions that need an owner and saved communication drafts for messages a person should review.
Enrol the right record
Choose the lead or contact that fits the sequence and inspect its context before enrolment. Confirm the owner and ensure the person’s communication preferences are respected for any planned outreach.
Work and review
Use the enrolment view to see completed and pending steps. Complete tasks and review drafts manually, then update or end the enrolment when the customer’s situation changes.
Illustrative scenario
New enquiry follow-up
A rep enrols a qualified lead in a short sequence that creates a call task and a saved follow-up draft, reviews each step, and stops using the sequence once the lead books a meeting.
Before you start
What to check
- Sequences can create internal tasks and saved communication drafts; they do not automatically send messages.
- Workspace configuration, permissions and recipient preferences govern enrolment and communication actions.
Will a sequence email someone by itself?
No. Communication steps are prepared as drafts for a person to review and send through an available workflow.
Can I check an enrolment’s progress?
Yes. Sequence and enrolment views keep the steps reviewable so a teammate can see what remains.
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