Specialized workflows
Sequence enrollment and run history
Enroll records and monitor progress through sequence steps.
Sequence runs show each enrolled record’s progress, current step, status, and resulting outreach activity.
What this workspace includes
- Enrollment from supported sources
- Run list and status
- Current step and timing
- Record-level follow-up
Complete workflow
- 1
Open a sequence
Confirm its saved steps
- 2
Enroll records
Choose the intended people or source
- 3
Monitor Runs
Review progress and status
- 4
Open exceptions
Continue from the affected record
How records and settings behave
- Each enrollment follows the sequence order
- Run history preserves progress per record
- Status indicates where an enrollment currently sits
Working effectively
- Review recipients before enrollment
- Monitor early runs closely
- Pause follow-up when the relationship changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Sequence enrollment and run history?
Confirm its saved steps
When is my work saved?
Each enrollment follows the sequence order
How do I confirm the result?
Return to the related list or detail view and review its current status. Status indicates where an enrollment currently sits