Sequences is designed to help sales folks automate future follow ups when the details of a discussion are fresh in their mind rather than setting a task that they later need to follow up on.
Now, the Sequences Enrollment Status Screen gives users of Sequences a birds' eye view of where each of their contacts are in a sequence and easy ways to edit their status.
The enrollment screen is useful for a number of reasons -
- It gives you an easy to digest snapshot of which contacts are active at different stages of a sequence at any given point in time. You'll see who made it to the end, who is unenrolled, and where the active people are in the workflow
- It is now easy to edit the status of individual contacts in a sequence from one place. Simply click the "Actions" dropdown, and you'll have the option to send a one-off email, initiate a call, or set a task that pertains to that contact.
- It gives you a snapshot view of how effective individual steps within a sequence are. For example, it's useful to know if a particular step is generating a lot of replies, or if a lot of contacts are unenrolling at a certain step.