Help · Connect (CRM)

How to manage one sequence

Steps, who is in it, results per step; switch on or pause.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Open a sequence from Connect → Sequences.
  2. See each step's sends, opens, clicks and tasks.
  3. See who is in it and at which step; remove a person if needed.
  4. Pause or switch on.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

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