Hello there, Saleshandy users! 👋
Ever felt like you're juggling the same prospects across different sequences? We've got your back and are here to make your Saleshandy experience even smoother! 🚀
Prospect in Multiple Sequence
If you've ever found yourself importing the wrong bunch of prospects or re-contacting those you've already reached out to, Saleshandy's got the solution! 🚫🔄
🪜Steps to Follow
1️⃣ Navigate to Admin Settings
Ready to take charge? Swing by the Settings > Admin settings tab.
2️⃣ Choose from Two Options
You're in control! Two options await:
Allow verifying prospects while importing. A safety net for the win!
Allow adding one prospect in multiple sequences: The star of our show!
3️⃣ Turn on/off the switch
Hold up! That "Allow to add one prospect in multiple sequences" button – give it a tap to turn it OFF. (By default, it's waving hello!)
4️⃣ You're good to go.
Hit save! Saleshandy will no longer allow you or your team members to import any prospect(s) already present in another sequence. Safety first! 🛡️
5️⃣ Double Duty? No Problem!
Do you want your prospects to be in more than one sequence? Switch it ON and let the magic happen! 🌟✨
Note: You can always add the prospect in multiple sequences, but to check how many prospects are there in multiple sequences, currently, we don't have a filter for that. But you can check in the Prospect tab once you get to the Sequence Column, and you'll find if there is any prospect in multiple sequences.
Important: This change will apply to all future imports and not to all prospects already in multiple sequences. |
Say goodbye to tangled sequences and hello to smooth sailing with Saleshandy's genius settings. Ready to take control like a pro? Let's do this! 🎩🎊🚀
FAQs (Frequently Asked Questions)
Saleshandy is sending emails to leads who already have some campaigns. Where can I disable this?
Saleshandy is sending emails to leads who already have some campaigns. Where can I disable this?
There is a high chance that the "allow adding one prospect in multiple sequences" is enabled in admin settings.
You need to turnoff the same to restrict one prospect from getting added in multiple sequences: Settings>>Admin Settings>>Turn off the toggle "allow adding one prospect in multiple sequences"
Do you need to add prospects to step 2 as well?
Do you need to add prospects to step 2 as well?
No, you don't need to add prospects to step 2 as it will automatically get added to as per your schedule. But if you're adding it manually then the email statistics will change and also they won't be going in the same thread.
How to check if there are Duplicate Prospects?
How to check if there are Duplicate Prospects?
There is no way there will be Duplicate Prospects in Saleshandy. If the Prospect has already been added before, it will automatically be skipped while importing next time, and you can download the skipped prospect report, which will mention why it was added. So you won't be able to check if there are Duplicate Prospect. If you're adding a prospect manually, it will show why the Prospect with this email already exists in your Saleshandy Account.
How do you check if there are prospects in multiple sequences?
How do you check if there are prospects in multiple sequences?
To check if prospects are in multiple sequences, you need to enable the option to add one prospect in multiple sequences while importing the prospect. Here's how to do it:
1. Go to Settings > Admin settings tab.
2. Find the "Allow to add one prospect in multiple sequences" button and turn it ON.
3. Save the changes.
So that you know, this change will apply to all future imports and not to prospects already in multiple sequences.
Note: You can always add the prospect in multiple sequences, but to check how many prospects are there in multiple sequences, currently, we don't have a filter for that. But you can check in the Prospect tab once you get to the Sequence Column, and you'll find if there is any prospect in multiple sequences.
How to check which prospects are in what sequence?
How to check which prospects are in what sequence?
Could you go through the Prospects tab, select the prospect, and check which prospects are in which sequence? If the prospect is in multiple sequences, then you can click on the sequence name, and it will show how many sequences the prospect is.
Mission accomplished; you've successfully Allowed the same Prospect in Multiple Sequences. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below article If you want to know more about
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗