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’. Processed Lead Filter

Step 2

Click on Restart Followup button. Restart Followup

Step 3

You can see the Edit Lead page openup.Upon clicking on ‘Sequence’ button the following rows will appear. edit sequence

Step 4

Click on the dropdown in the ‘Sequence’ row and choose a different sequence for your lead. edit sequence restart

Step 5

Click on ‘Restart Followup’ and the lead will be Restarted with a new Sequence. restart lead



The latest tutorials sent straight to your inbox.