2022 Sales Sequence

How To Add Prospects to a Sequence

  1. Log into Outreach.io
  2. Click the Sequence icon in the navigation sidebar. Open the one of the sequences listed below. Alternatively, click on the links below to open the sequence.
  1. Click the toggle to start the sequence.
  1. Click Prospects, then click Prospects again.
  1. Click Views & Filters. Click Sort & Filter.
  • Filter Owner by Only certain users... : choose your name
  1. Add another filter for Sequencer. This step is to double check if the sequencer was auto-assigned to the owner. If the numbers for prospects match (as they do here) then that means that all records in this sequence that are owned by Olga are also assigned to Olga. If this is the case, no action is needed.
  • Sequencer: choose your name
  1. If the number of prospects did not match. Click the dropdown next to the checkbox and click All. Click Assign Mailbox. Select your Email from the drop-down and choose Yes, update the mailbox of any existing undelivered emails and click Assign. This will make sure that Assignee matches Owner.

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