CRM › Automation
Follow-up Sequences
Timed follow-ups: each step is a task for the owner or an email to the person, so many days after the start. A sequence may take every lead routing hands out.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Automation
- Screen: Follow-up Sequences
Address in the console: /crm/followup-sequences
List · 5 columns · 6 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Sequence | Code | code |
| Name | Text | name |
| For | Status | applies_to |
| New leads | Yes or no | enrol_new_leads |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| For | Choice | lead, opportunity, account | |
| Steps required | Text | [{"day":0,"action":"task","subject":"Call to introduce us"},{"day":3,"action":"email","subject":"Following up","body":"..."}] | |
| Enrol every lead routing hands out | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.