Introduction to Sequences

Here you can find information about Sequences, how they work and why you should use them?
Written by Upscale
Updated 10 months ago

What are Sequences? 

Sequences consist of a series of activities in the sales outreach process that help you eliminate repetitive & manual tasks. Make sure your rep doesn't miss out on any follow-ups. Sequences are steps that define how, when, and what is related to prospect engagement.

There are two types of sequences that you can choose from:

  • Sequence by day interval to separate tasks by time interval ranging from immediately to the future
  • Sequence by exact date/time for one-time events such as webinars, conferences, trade shows, and more.

Why are sequences used?

  • Maintain consistency in sales outreach
  • Never miss a lead follow-up
  • Eliminate repetitive, manual work of creating tasks
  • A/B testing to evaluate task variations 
  • Multi-channel outreach to identify the most suitable one
  • Set up sales outreach process
  • Eliminate repetitive task creation through automation

How to create sequences?

Follow these steps to create sequences:

Further, you can learn more about sequences in detail. 

Related Articles 

 1. Create a new sequence

 2. Manage steps of a sequence

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