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Recipients tab of a Sequence

2 min read - updated few hours ago

This tab is used to manage the list of Leads/Contacts to be reached out via the Sequence.

Where I can add recipients from?

You can add recipients to a sequence from:

• Salesforce views, reports, campaigns;
• Among those who had been imported to Revenue Grid earlier;
• An a CSV file;
• Or simply to punch in a single prospect manually straight to Revenue Grid;

Follow the extended A-Z instructions on how to add recipients here.


How to find a recipient in a sequence?

Use Search field to find a recipient by name, company, email. Also you can filter the list by Salesforce owner, or by current stage.

Use Filter drop down to narrow your search. Among many criteria you can select recipients that have replied to any of outreaches of the sequence.

Export Recipients to a CSV file

If the settings Allow recipients export into CSV is enabled by your Revenue Grid admin, you’ll be able to download list of recipients to your local computer in CSV format. Use the Download icon in the top right-hand side corner of the screen.

Find the recipients that are on a certain step

Say you want to know who among the recipients are on step number 2. Refer to this left hand side area and click the day you want to see the recipients of. The main table of Recipients tab will be filtered down to show just those who are on that step.

Recipient’s next step within a sequence

Refer to the Next step column to find out what is planned next for a recipient.

Click here to see the complete list of possible values.

Actions required so a recipient proceeds to the next step

When a recipient is stuck on a step, refer to the Action required column on the Recipients tab of the Sequence.

Click an action that appears in the table, and you will be redirected to the corresponding item in the Action Center.

In order to run your sequence uninterrupted for every recipient, keep a close eye on the Action Center, that’s your main processing pad for the sequences.

Click here to see the complete list of types of Action required.

Where else I can see Action required?

Action required will also appear in the Sidebar’s Sequences widget.

Find out on what stage a recipient currently is

Refer to the Stage column to find out on what stage a recipient currently is.

Click here to see the complete list of stages.

Find the most engaged recipients

Prospect communication Stats: the number of conducted calls, sent emails, emails opened, links in the emails clicked, and replies. In order to see the most engaged prospects/leads, click the icons.

Read about how email opens and link clicks get counted here.

Mass and single prospect actions

In the more options icon, whether you selected several prospect or clicked on the icon on a single prospect, you can perform these actions:

Add - Engage the prospect into another sequence.

Delete - Completely erase the prospect from Revenue Grid.

Re-import - Use this in case you want changes of a lead or a contact to get pulled from SFDC to Revenue Grid on demand.

Add tags - Add or remove tags to single or multiple prospects at once.

Opt out - Finish the Sequence for the prospect marking Person Status as Opt out, meaning the prospect requested not to get contacted anymore.

Bounce - Set the Prospect status to bounce manually.

Move - Stop the sequence for the selected prospects, and move them to another sequence.

Remove - Withdraw the prospect for the Sequence.

Skip - Pass by the current step and execute the next following step instead on the current step's schedule.

Mute - Pass by the current step and let to the following step get executed without changes in the following step's schedule.

Pause - Put the Sequence for the prospect on hold.

Continue - Proceed within the sequence.

Reschedule - Set new time for the next coming step.

Stop - Stop the Sequence for the selected prospect. This action is irreversible. If you want temporarily halt the Sequence for the prospect, then you should use Pause. Prospect status will be set as Stopped. You can map this status to any other Salesforce status in Status mapping settings.

Run now - Run the scheduled step right away.

Personalize - Select when you want to personalize the next scheduled step. When selected, an additional item will appear in the Action Center, where you can edit the upcoming outreach.

Finish: Success - Finish the Sequence for the prospect marking Prospect status as Success, meaning that engagement has been successfully completed and further negotiations are being taken care.

Finish: Not interested - Finish the Sequence for the prospect marking Prospect status as Not interested, meaning that the prospect expressed disinterest in your product. Any custom Person Statuses you create in your Revenue Grid will be available in this menu as well.

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