Knowledge Base

Sequences is designed to help you build structured, repeatable lead-nurturing workflows using manual emails and follow-up tasks.

It gives your team the power to engage prospects consistently while keeping a personal touch.

What can I do with Sequences and when should I use them?

Sequences help you build personalized email and task workflows to nurture leads over time.

You can add deals into a Sequence when they reach key stages and assign follow-up tasks (like calls or check-ins) at the right moments.

Using a simple builder, you can create linear flows that include manual emails (sent by the deal owner or point of contact, not a bot) and activities, ensuring consistent, human communication across your team.

Use Sequences when you want to follow up with cold or warm leads over time, maintain a consistent outreach approach across your sales team, or create repeatable playbooks that guide your team through each step of the engagement process.

Where can I find Sequences?

On the sidebar on the left-hand side of your screen, click Pulse > Sequences.

How can I set up a sequence?

First, click on ”+ Sequence”.

You can either start from scratch or use a template.

When you start a sequence from scratch, the overview section provides a summary of its current status and available actions.

From this section, you can:

• Edit the sequence
• Delete the sequence
• View the list of deals added in the sequence
• Check the number of In Progress deals
• Check the number of Completed deals
• Add new deals to the Sequence
• Preview the sequence flow

To start the sequence, you must think about whether the goal is to add an activity or draft an email.

Add an activity

You’ll see the activity composer, where you can select the due date and fill in details such as activity type, assignee, priority and any relevant notes.

Once you save the changes, you’ll have the option to add more deals to the sequence and more steps to add activities or draft emails.

Draft an email

Here, you’ll see the email composer, where you can set a reminder to send the email, as well as details such as sender and recipient, as well as the text composer and formatting.

You can even use any email templates you have set up in your account.

Once you save the changes, you’ll be back to the sequence overview.

Adding deals to a sequence

Sequence builder

To add deals to the sequence, click ”Add deals to sequence” on the right-hand side of your screen.

Type in the deal you want to add and save.

Deal detail view

To add a deal to a sequence directly from the deal detail view, click the ”Add to sequence” button.

List view

From the deal list view, select the deals that you want to add to a sequence. Once selected, click the ”Add to sequence” button at the top of the page.

You’ll see the deals you just selected. To add them to a sequence, select the desired sequence from the dropdown.

Once you select the sequence, you’ll see a preview of the sequence. Then, you can save the changes.

View deals added to a sequence

You can see all the deals added to a sequence by clicking the “Deals” tab, next to ”Overview”.

Here, you can also filter deals by status and owner.

How does Sequences differ from Automations?

While Automations handle a wide variety of tasks automatically (like updating fields or assigning deals), Sequences focus specifically on structured communication. This is ideal for high-touch sales processes where timing and personalization matter.

You can combine Sequences with Automations to scale your pipeline while maintaining personal engagement.

Learn more about the difference between Automations and Sequences in this article.