Email Sequences
Automated emails that go out when a deal enters a stage
Sequences
Scheduled & Sent
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Upcoming
Sent
Failed
Cancelled / skipped
Refresh
The queue is checked every 15 minutes.
When
Deal
Email
Status
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✕
Edit email
Send test to me
Save email
Email
Subject line
Preview text
(shown after the subject in the inbox)
Internal name
Insert a merge field
(click to add at your cursor)
When to send
days
hours after entering the stage
At a set time of day:
Weekdays only (weekend sends move to Monday)
Look
Branded
Personal (plain)
Personal style looks like a regular email from you. Good for short check-ins.
Content blocks
Desktop
Phone
Preview as
Sample customer