How do I schedule different Leads to send emails on different date ?
When you want to schedule emails to go on pre-determined date for individual leads so that all leads won't be scheduled on single day.
How to set a new sequence on Processed leads ?
Processed leads are those whose followup is completed as per the sequence and there was no response from the lead. Sometimes you may want to set a new sequence on processed leads to restart the followup for these leads.
Step 1
You can filter all the leads who are in ‘processed state’.
Step 2
Click on Restart Followup button.
Step 3
You can see the Edit Lead page openup.Upon clicking on ‘Sequence’ button the following rows will appear.
Step 4
Click on the dropdown in the ‘Sequence’ row and choose a different sequence for your lead.
Step 5
Click on ‘Restart Followup’ and the lead will be Restarted with a new Sequence.
