Skip to main content

​
Sequence statuses

A throttled badge means the sequence is being slowed down. Hover it to see why. A stalled badge means it has live leads but nothing is going out: see Stall alerts.

​
Activate

Click Activate. Unsaved changes are saved first, then Final check before going live runs. It usually takes 10 to 20 seconds. It checks the steps and, if AI is set up, reviews your copy for tone, length and personalization.
  • Items in red must be fixed before activating. See Checks while you build.
  • Warnings can be accepted with Activate anyway.
Activation also needs at least one sender in the pool, and every pool sender connected.

​
Estimate how long it will take

Open the Senders tab and click Estimate under How long will it take?. Enter a number of leads (1,000 by default) and click Project. You’ll get an estimate such as 1,000 leads ≈ 23 days on 3 senders; bottleneck: invitations, with a breakdown by action type. The estimate takes into account each sender’s warm-up level, health, manual caps, working days and the weekly invitation limit. A row is added for the waits and delays along the longest path.

​
Enroll leads

Open the Leads tab in the builder, or select leads on the Leads page and use Enrol in sequence.
1

Choose leads

Filter by search, client, list, stage or tag, then tick leads or Select all matching. Do-not-contact leads are hidden unless you turn on Include do-not-contact.
2

Choose the sender

Leave it on the pool’s assignment rule, or pick a Fixed sender. Set a Priority from 1 to 1000. Lower numbers are planned first; the default is 100.
3

Read the preview

Before anything happens, the preview shows exactly who is eligible, who is excluded and why, which sender each lead would get, and how long it will take. Nothing has been enrolled yet.
4

Review and confirm

Click Enrol N leads. The rules are checked again at that moment, so a lead who replied in the meantime is still skipped.

​
What the preview tells you

Replied recently lists up to 50 of those people with the date and channel, so you can see who they are. Tick Include leads who replied recently to enrol them anyway.
You can enroll up to 10,000 leads at a time. A lead can have only one live enrollment per sender. Leads enrolled into a draft or paused sequence wait at Start until it’s active.

​
How leads are given a sender

Set the rule under How leads are shared on the builder’s Senders tab. The preview reports how many leads each rule moved or skipped: moved to a fresh sender, kept with the previous sender, contacted before by this sender.

​
Waiting before the first step

Two sequence settings can hold a lead at the start:
  • Wait for profile enrichment: until the lead’s profile data arrives, or 72 hours, whichever comes first.
  • Hold until AI-written lines are approved: until someone approves the lead’s AI line.
The enrol result counts these as waiting rather than enrolled-and-running. The lead page shows which one it’s waiting on. Leads in this sequence, at the bottom of the Leads tab, lists live enrollments. You can switch it to all of them or to a single status. Each row can be paused, resumed or exited.

​
Pause, archive and edit safely

  • Pause pauses every live enrollment and cancels queued actions. Waits and delays keep counting. Resume re-plans each lead’s current step in the next working hours.
  • Archive ends every live enrollment (reason sequence archived) and cancels queued actions. You can move the sequence back to draft later.

​
Editing a sequence that is running

Edits go into an auto-saved draft, and Publish shows you the impact before anything moves, including what to do with a step you deleted while leads are on it. See Drafts and publishing and Editing a live sequence.