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How to create deal sequences

Learn how to create effective deal sequences through a simple step-by-step process that guides you from initiating a sequence to saving your automated email draft, ensuring your…

victoriaworkflowsvictoriaworkflows
·37 steps·73 views·Published

Learn how to create effective deal sequences through a simple step-by-step process that guides you from initiating a sequence to saving your automated email draft, ensuring your deal management becomes streamlined and efficient. This guide is perfect for anyone looking to enhance their sales workflow.

Step-by-step Guide37 steps

  1. Click More

    Click More
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  2. Click SequencesNew

    Click SequencesNew
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  3. Click Sequence

    Click Sequence
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  4. Click Deals

    Click Deals
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  5. Click Continue

    Click Continue
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  6. Click Schedule as an automated email or an editable draft

    Click Schedule as an automated email or an editable draft
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  7. Click As soon as the previous step is completed

    Click As soon as the previous step is completed
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  8. Click on "Click here."

    Click on "Click here."
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  9. Click Subject

    Click Subject
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  10. Press a

  11. Type "Next Steps"

  12. Click on "Click here."

    Click on "Click here."
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  13. Type "I'm just confirming that we've opened a deal for "

  14. Click Insert field

    Click Insert field
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click Title

    Click Title
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  17. Click on "Click here."

    Click on "Click here."
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  18. Click Save

    Click Save
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  19. Click on "Click here."

    Click on "Click here."
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  20. Click Activity

    Click Activity
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  21. Click on "Click here."

    Click on "Click here."
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  22. Type "3" in Delay_config.value

  23. Click on "Click here."

    Click on "Click here."
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  24. Type "Call contact" in Call

  25. Click Save

    Click Save
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  26. Click on "Click here."

    Click on "Click here."
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  27. Click ActivitySchedule an activity

    Click ActivitySchedule an activity
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  28. Click Same day the previous step is completed

    Click Same day the previous step is completed
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  29. Click on "Click here."

    Click on "Click here."
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  30. Click Task

    Click Task
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  31. Click on "Click here."

    Click on "Click here."
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  32. Type "Prepare quote" in Task

  33. Click Save

    Click Save
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  34. Click on "Click here."

    Click on "Click here."
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  35. Press a

  36. Type "New Deal" in Untitled 1/24/26 14:52:58

  37. Click on "Click here."

    Click on "Click here."
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