While logged in to Salesforce it is possible to quickly add records (new and old) to sales sequences in LeadFWD. To add records directly from a list view in Salesforce you first need to enable to the Add to Sequence feature in Salesforce.
Follow the link here to learn how to enable: Add to Sequence for List View
Once Add to Sequence has been configured you'll be able to drop in record's from the List View directly to sequences the user has access to.
To add records is easy. Check off the contacts that you want to add and click on the down arrow to show the Add to Sequence selection.
On the following screen you'll see a preview of the first email message in a sequence. You can switch between sequences the user has access to to decide which one will work best.
On the footer of the drawer you'll see six (6) different icons. These icons will give you some additional insight in to the sequence that has been selected. The icons include:
Schedule - what's the send schedule for the chosen sequence
Stats - what are the stats for the sequence (IE - opens, CTR, downloads, reply's)
Send Proof - send yourself or a team member a proof of the message to see how it looks in your email browser
Collision - is there another sequence a selected record is enrolled in that may send at/around the same time as this sequence? Help not to overload the recipient
Action Steps - show any action steps included with the sequence such as email alerts, ownership assignment, or creating a SF Task
Once you're satisfied click on the Add to Sequence button to complete the record enrollment.
**Note - The add to sequence selection works for all List View screens except Recently Viewed.
Please sign in to leave a comment.