Requirements: Leadfwd SugarCRM module installed and configured

Adding Accounts to Sequences

LeadFWD for Sugar Sell enables users to enroll an account record directly from the details page for the account similar to the individual record views for leads, contacts, and targets.

The main difference with adding account records is that any linked records to that account will automatically be include in the 'Add to Sequence'.

From the Account detail's page click on the options menu and 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 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 Sugar Task/Call

Once you're satisfied click on the Add to Sequence button to complete the record enrollment.