When will a record (lead or contact) enter or exit a sales sequence?

Modified on: Wed, 3 Jun, 2020 at 6:40 PM


Applicable plans
Sprout Blossom Garden Estate Forest


The entry and exit of leads or contact to a sequence can be defined using entry or exit conditions.


Article Navigation:

- What are entry conditions? How do they work?
- What are exit conditions? How does a lead or contact exit a sequence?

- Adding Leads/Contacts manually

- Adding Leads/Contacts in bulk


  • What are entry conditions? How do they work?
    Users can define when a lead or contact will subscribe to a sequence by setting entry conditions. These conditions are based on lead or contact property. Whenever these conditions are fulfilled, a lead or contact will be automatically added to the sequence.

    Note: A maximum of 8 entry conditions can be set. They can be based on “AND” or “OR” filters.



  • What are exit conditions? How does a lead or contact exit a sequence?
    Leads and contacts can be programmed to exit a sequence based on their lead properties or the sequence flow.
    A lead or contact will exit the sequence by default under these scenarios:
    - If all the steps are completed
    - If the lead unsubscribes by clicking on the Unsubscribe link (Do not disturb field is checked)
    - If the emails bounced (Email status is not active).
    However, users can also define custom exit conditions based on lead/contact property. Whenever these conditions are fulfilled, the lead or contact will exit the sequence automatically.
    A condition that is most commonly used is that whenever a lead or contact replies to any of the emails of sales sequence, the lead/contact exits the sequence. To use this as an exit condition set Last contacted mode = Is replied.

    Note: A total of 8 exit conditions can be set. They can be based on “AND” or “OR”


    Additionally, users can also select Leads or Contacts individually or in bulk and remove them from a sequence.


  • Adding leads/contacts individually:
    Leads and contacts can also be manually added to a sequence by clicking on the button.



  • Adding leads/contacts in bulk:
    Additionally, a selected group of leads can also be added to a sequence through bulk actions updates.



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When will a record (lead or contact) enter or exit a sales sequence?

Modified on: Wed, 3 Jun, 2020 at 6:40 PM


Applicable plans
Sprout Blossom Garden Estate Forest


The entry and exit of leads or contact to a sequence can be defined using entry or exit conditions.


Article Navigation:

- What are entry conditions? How do they work?
- What are exit conditions? How does a lead or contact exit a sequence?

- Adding Leads/Contacts manually

- Adding Leads/Contacts in bulk


  • What are entry conditions? How do they work?
    Users can define when a lead or contact will subscribe to a sequence by setting entry conditions. These conditions are based on lead or contact property. Whenever these conditions are fulfilled, a lead or contact will be automatically added to the sequence.

    Note: A maximum of 8 entry conditions can be set. They can be based on “AND” or “OR” filters.



  • What are exit conditions? How does a lead or contact exit a sequence?
    Leads and contacts can be programmed to exit a sequence based on their lead properties or the sequence flow.
    A lead or contact will exit the sequence by default under these scenarios:
    - If all the steps are completed
    - If the lead unsubscribes by clicking on the Unsubscribe link (Do not disturb field is checked)
    - If the emails bounced (Email status is not active).
    However, users can also define custom exit conditions based on lead/contact property. Whenever these conditions are fulfilled, the lead or contact will exit the sequence automatically.
    A condition that is most commonly used is that whenever a lead or contact replies to any of the emails of sales sequence, the lead/contact exits the sequence. To use this as an exit condition set Last contacted mode = Is replied.

    Note: A total of 8 exit conditions can be set. They can be based on “AND” or “OR”


    Additionally, users can also select Leads or Contacts individually or in bulk and remove them from a sequence.


  • Adding leads/contacts individually:
    Leads and contacts can also be manually added to a sequence by clicking on the button.



  • Adding leads/contacts in bulk:
    Additionally, a selected group of leads can also be added to a sequence through bulk actions updates.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial