Sequences

To effectively manage your sales sequences and keep your team informed, you can assign email notifications for each stage and status within The String platform.

Manage Sequences: Assigning Email Notifications for Stages and Statuses

Here’s a step-by-step guide:

1. Navigate to Sequences

• Go to the Automation section and select Sequences.

2. Assign Email Notifications

• Choose the specific sequence

• Assign email notifications for each stages and statuses:

Example of managing Sequences

Stages and Statuses with Notifications

• Initial Contact: Set up notifications for when a lead is initially contacted.

• Callback Requested: Notify the team when a callback is requested by a lead.

• Not Interested: Automatically inform the team when a lead is marked as not interested.

• Contacted: Send a notification when contact with a lead is confirmed.

• Qualified Lead: Notify the team when a lead is qualified.

• Not Qualified: Alert the team when a lead does not meet qualification criteria.

• Needs More Information: Trigger notifications if additional information is needed from the lead.

• Interested: Send notifications when a lead shows interest in the product or service.

• Negotiation: Set up alerts for when the lead enters the negotiation phase.

• Price Negotiated: Inform the team when pricing terms are discussed and settled.

• On Hold: Notify when the lead’s process is put on hold.

• In Progress: Send notifications for leads actively being worked on.

• Closed Deal: Automatically notify the team when a deal is closed.

  • Follow-Up Needed: Set reminders for any follow-up actions after closing a deal.

  • Lost: Alert the team if the deal is lost.

  • Won: Celebrate success by notifying the team of won deals.

3. Finalize Notifications

• Review the assigned notifications for accuracy.

• Set Remiders and notification frequncy

• Save the sequence to ensure the notifications are active.