This tab is used to manage the list of Leads/Contacts to be reached via the Sequence
On this tab you may:
See how many of your recipients are on what Steps. By clicking on, for e.g. “Step 1. Day 1”, the main table of Recipients will be filtered to show just those who are currently on that Step.
Search through recipients by Name, Company, E-mails and Filter by their Salesforce owner or by current stage.
In the main table of Recipients, perform a number of actions described in our video tutorial and below in this article.
Columns in the main table of Recipients¶
- Name of a prospect, with position and department (if data available) | This column is sortable alphabetically
Icons , or stand for whether a prospect is a Lead or a Contact in Salesforce, or "R" - a prospect has been imported from a CSV file directly to Revenue Engage.
Company name | This column is sortable alphabetically
Next step to be taken within the Sequence for this recipient. It could be one of these:
Paused for this Person - reasons why a sequence can be on pause:
⚠️ Received a reply from a prospect to one of email type of steps. Those will be on the replies tab for you to choose how to process them
⚠️ Received a reply from a prospect’s colleague. A corresponding To-do item will be on the Engagement Planner for you to choose what action to take next
⚠️ Broken merge field in your message will also put a sequence for a prospect on pause. A corresponding To-do item will be on the Engagement Planner for you to fix it either by removing Merge Field from your message, or by filling out required field directly in Salesforce
⚠️ Owner of a prospect has been changed in Salesforce. A corresponding To-do item will be on the Engagement Planner for you to perform an action so a sequence proceeds
⚠️ Received a standalone email
⚠️ Received a meeting invite or meeting confirmation
Details of the next scheduled Step: step, day, type and scheduled time
Action required from you on the Engagement Planner’s To-do tab so a recipient proceeds within a sequence (if any is required). Some values are clickable and once clicked you will be redirected to according item on the Engagement Planner to take an action. Note, that “Action required” will also appear in the Sidebar’s Sequences widget. Possible values and their meanings are:
No actions - take a brake
Review Response - a contact replies to one of your Steps, and a Sequence waits for you to process it on the Engagement Planner before proceeding to the next Step
Review email Draft - this means a contact is on a Step which requires manual review on the Engagement Planner before sending out your email
Make a call - a contact is on a Phone Call type of a Step. Proceed to the Engagement Planner to log a call
Send text - a contact is on a SMS type of a Step. Proceed to the Engagement Planner to log a text message
Review owner change - this comes up when a contact’s owner changes in Salesforce
Fix merge field issue - when you use Merge Field, but that field is blank in Salesforce. You may fix it either by removing Merge Field from your message, or by filling out required field in Salesforce
Digest response to a colleague - a sequence gets paused for a contact, whose colleague has already replied to an email within the Sequence. With certain settings in place, this scenario can be controlled
Review Invite Response - it appears when a recipient sends you a meeting invite (both from Exchange or Gmail clients), or responses to your meeting invite sent from your email. A notification with the related icon ( if a meeting invite has been sent to you, if the recipient accepts or rejects a meeting invite which you sent) appears on the Engagement Planner’s Notifications tab, and all sequences a prospect is engaged into get paused for the recipient until resumed manually
Perform other action - this is related to Miscellaneous type of a Step
Review Notification - means either you received an Auto-reply or a standalone email. Those appear on the Notifications tab on the Engagement Planner
Review send error
Stage of the recipient within the Sequence. Click here for more details about stages. | This column is sortable alphabetically
- Not interested
- Not started
- Opted Out
Prospect communication Stats: the number of conducted calls, sent emails, emails opened, links in the emails clicked, and replies. See more about how email opens and link clicks get counted here.
Last contacted the date and time of the latest email/SMS/call/misc. contact with the prospect (sort alphabetically)
Mass and single prospect actions ¶
In the more options icon, wether you selected several prospect or clicked on the icon on a single prospect, you can perform these actions.
Add - Engage the prospect into another sequence
Reschedule - Set new time for the next coming step
Pause - Put the Sequence for the prospect on hold
Skip - Pass by the current step and execute the next following step instead on the current step’s schedule
Mute - Pass by the current step and let to the following step get executed without changes in the following step’s schedule
Remove from sequence - Withdraw the prospect for the Sequence
Delete - Completely erase the prospect from Revenue Engage
Success - Finish the Sequence for the prospect marking Person Status as Success, meaning that engagmenet has been successfully completed and further negotiations are being taken care
Not interested - Finish the Sequence for the prospect marking Person Status as Not interested, meaning that the prospect expressed disinterest in your product
Opt out - Finish the Sequence for the prospect marking Person Status as Opt out, meaning the prospect requested not to get contacted anymore