Nurture Sequences

Enroll leads in multi-step email sequences that send steady, planned outreach.

#Purpose

Keep leads warm with consistent, automated touches.

Higher conversion through disciplined follow-up.

Detail	Value
Estimated time	Setup, then automatic
Departments involved	Sales
Business modules used	CRM, Automation
AI departments used	Sales Agent (drafts messages you approve)
Required permissions	CRM access; admin/CEO to trigger a run manually
Prerequisites	A sequence and leads to enroll.

Create sequence

Steps defined.

Enroll leads

Add to sequence.

Job runs

Scheduled or manual.

Steps send

Timed outreach.

Set up a sequence

Create the sequence and its steps.

Enroll leads

Add the leads you want nurtured.

The sequences job runs

It runs on schedule; an admin or CEO can also trigger it manually.

Steps are sent

Enrolled leads receive the timed outreach; winning or losing a lead stops its enrollment.

Human approval required

Message content is prepared and reviewed by people; the automation sends the pre-approved sequence steps on schedule.

What you should see

Enrolled leads move through the sequence automatically until they convert or the sequence ends.

If this happens	Try this
Steps are not sending	Confirm enrollment and that workspace email delivery is configured.
I need it to run now	An admin or CEO can trigger the sequences job manually.