Requirements: Leadfwd SugarCRM module installed and configured
Adding Leads, Contacts, or Targets to Sequences
Leadfwd for Sugar Sell enables users to select multiple records at a time from the list view for Sequence enrollment.
From a supported list view, simply select the records you wish to engage (with checkboxes) and from the option menu select 'Add to Sequence'.
This will reveal our Leadfwd Sequence view in Sugar UX.
The Sequence views delivers everything a sales agent needs to select, preview and engage their targets.
On the footer of the Leadfwd Sequence view 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 represent:
Schedule - what's the delivery 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 Sugar Task/Call
Once you're satisfied click on the Add to Sequence button to complete the record enrollment.