Sequences and follow-up
Run repeatable outreach, advance sequence steps, and keep calls, emails, meetings, and tasks tied to the right CRM record.
Use this guide when follow-up work should be repeatable, inspectable, and shared instead of trapped in individual inboxes.
Flow
How to run clean follow-up
1. Start from the right record
Open the lead, contact, or deal and confirm the person, owner, and context are correct before enrolling.
2. Use a real sequence, not an informal checklist
Open /crm/sequences, create the sequence if needed, and add steps that match the real outreach pattern your team uses.
3. Advance steps on time
When a step is due:
- log the call
- draft or record the email
- log the meeting
- create or complete the linked task
Advancing the step should leave visible proof in the CRM timeline.
4. Keep communication tied to the record
Use the record-level quick actions when possible so the activity is attached to the lead or deal automatically.
5. Review sequence health
Watch which enrollments are active, delayed, or no longer appropriate. Pause or stop the sequence when the record changes state.
When this matters most
- SDR and BDR follow-up
- post-demo sequences
- nurture after inbound capture
- deal progression that depends on consistent reminders