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 via the Sequence
On this tab you may:
See how many of your recipients are on what Steps. By clicking on, for e.g. “Step 1. Day 1”, the main table of Recipients will be filtered to show just those who are currently on that Step.
Search through recipients by Name, Company, E-mails and Filter by their Salesforce owner or by current stage.
In the main table of Recipients, perform a number of actions described in our video tutorial below in this article.
Columns in the main table of Recipients¶
- Name of a prospect, with position and department (if data available) | This column is sortable alphabetically
Icons , or stand for whether a prospect is a Lead or a Contact in Salesforce, or "R" - a prospect has been imported from a CSV file directly to Revenue Grid.
Company name | This column is sortable alphabetically
Next step to be taken within a Sequence for this recipient. Click here to see the full list of types of steps
Action required from you on the Engagement Planner’s To-do tab so a recipient proceeds within a sequence (if any is required). Values are clickable and once clicked on you will be redirected to corresponding item on the Engagement Planner to take an action. Note, that “Action required” will also appear in the Sidebar’s Sequences widget. Click here to see the full list of types of Action required
Stage of the recipient within the Sequence. Click here for more details about stages. This column is sortable alphabetically
- Not interested
- Not started
- Opted Out
Prospect communication Stats: the number of conducted calls, sent emails, emails opened, links in the emails clicked, and replies. See more about how email opens and link clicks get counted here.
Last contacted the date and time of the latest email/SMS/call/misc. contact with the prospect (sort alphabetically)
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.
Move - Stop the sequence for the selected prospects, and move them to another sequence.
Reschedule - Set new time for the next coming step.
Pause - Put the Sequence for the prospect on hold.
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.
Remove from sequence - Withdraw the prospect for the Sequence.
Delete - Completely erase the prospect from Revenue Grid.
Success - Finish the Sequence for the prospect marking Person Status as Success, meaning that engagement has been successfully completed and further negotiations are being taken care.
Not interested - Finish the Sequence for the prospect marking Person Status as Not interested, meaning that the prospect expressed disinterest in your product.
Opt out - Finish the Sequence for the prospect marking Person Status as Opt out, meaning the prospect requested not to get contacted anymore.
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