Overview tab of a Sequence
1 min read - updated few hours ago
This tab is mainly for building/editing a series of outreaches called Steps in Revenue Grid. Step is a scheduled action to reach out a prospect. There is no limit how many Steps can a Sequence consist of. Once a Sequence is activated, added prospects (recipients) will start getting reached out starting from Step 1 in ascending order.
In the current version of Revenue Grid, there are 5 types of Steps you can add to a Sequence:
Add a step¶
Click to start adding a step to a sequence.
Refer to the comprehensive step-by-step instructions on how to add a step.
Clone, view to edit, and delete a step¶
Use More option menu on the right-hand side of a step to clone, view to edit, or delete it.
⚠️ Delete option is disabled if at least one recipient has ever been scheduled for the step.
Quick stat of a Sequence¶
Stat of your sequence: Replied percentage; Total number of steps; Total number of days within which these steps are planned to get done from the first step to the last one; Percentage of steps which are automated and will be sent out without your intervention.
Automatic vs Manual type of a step¶
How does each of these types work?
Automatic steps get send out right on its schedule without user's manual review. It can be an Email or SMS type of a step. How do you make it automatic? Unselect the "Review and personalize this step" checkbox.
Whereas manual type of a step generates a separate To-do item per each recipient. To-do items appear on the Planner.
Use with caution! Say you have 1000 recipients in a sequence and select the "Review and personalize this step" checkbox, then you will get 1000 To-do items every single one of which you will need to review and send out manually.
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