Open the sequence and click Use sequence. Choose Enroll leads to pick leads by hand, or Add to a form so everyone who submits that form joins the sequence automatically. Then use the People tab to see how each lead is doing.
Steps
- Go to Sequences and open the sequence.
- Click Use sequence.
- Choose one:
- Enroll leads to add specific leads now.
- Add to a form to enroll everyone who submits a lead capture form.
- Start with a small group before you add your whole list.
You can also put a single lead on a sequence from their record. Open the lead and click Start sequence. See How to open and work a lead in FlowForce.
Follow each lead
Open the People tab on the sequence. The number next to it is how many leads are on it. Use the filters to narrow the list:
- All
- Active
- Needs review
- Paused
- Completed
- Stopped
Each row shows the lead's name and company, how many steps they have finished, for example "0 of 3 steps", the date they were enrolled and who enrolled them, and their status.
If it did not work
The lead is not on the sequence. Check the People tab, and look under the Stopped filter.
A lead shows Needs review. Open the lead to see what needs your attention.
A lead is Paused. Open the lead to see why the sequence paused.