{"id":734,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-sequences\/"},"modified":"2026-10-12T15:08:46","modified_gmt":"2026-10-12T20:08:46","slug":"crm-sequences","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-sequences\/","title":{"rendered":"Build a follow-up sequence"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>A sequence is a cadence of touches over time: call, wait, text, wait, email. Each touch either lands as a task for whoever works the contact, or, for an email, can send by itself. It can stop the moment they text back or book.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Sequences<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Owners and managers press <strong>New sequence<\/strong>, give it a name, and press <strong>Make it<\/strong>. It starts off with nobody in it.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-sequences-1.webp?v=1791835724\" alt=\"In CRM &gt; Sequences, press New sequence\" width=\"1440\" loading=\"lazy\" \/><figcaption>In CRM &gt; Sequences, press New sequence<\/figcaption><\/figure>\n<\/li>\n<li>Pick a touch type under <strong>Add a touch<\/strong> (Call, Text, Email or Something else) and press <strong>Add<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-sequences-2.webp?v=1791835725\" alt=\"Open a sequence and pick a touch under Add a touch\" width=\"1440\" loading=\"lazy\" \/><figcaption>Open a sequence and pick a touch under Add a touch<\/figcaption><\/figure>\n<\/li>\n<li>Open the touch. Set <strong>Wait first<\/strong> in minutes, write what the task says, and the message or notes. For email, add a subject and tick <strong>Send automatically<\/strong> if you want it to send itself.<\/li>\n<li>Optionally attach a library file, or hold the touch until the contact has a file with a certain label.<\/li>\n<li>Press <strong>Save this touch<\/strong>, and repeat. A sequence holds up to 20 touches.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-sequences-3.webp?v=1791835725\" alt=\"Open a touch, set Wait first and the wording, then press Save this touch below\" width=\"1440\" loading=\"lazy\" \/><figcaption>Open a touch, set Wait first and the wording, then press Save this touch below<\/figcaption><\/figure>\n<\/li>\n<li>Set the options: stop when they text back, stop when they book, and hold calls and texts until their calling window is open. Press <strong>Save changes<\/strong>.<\/li>\n<li>Switch it <strong>On<\/strong>, then press <strong>Put somebody in<\/strong> and pick a contact.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-sequences-4.webp?v=1791835726\" alt=\"Switch it On, then press Put somebody in at the bottom and pick a contact\" width=\"1440\" loading=\"lazy\" \/><figcaption>Switch it On, then press Put somebody in at the bottom and pick a contact<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Agents can read every sequence and put their own contacts into one. Building them is for owners and managers.<\/li>\n<li>Sending emails automatically needs email sending set up in Settings and the Email upgrade. Otherwise the email lands as a task, written out.<\/li>\n<li>Text steps land as tasks unless texting is on for your account.<\/li>\n<li>Anyone marked do not call comes out of every sequence.<\/li>\n<li><strong>Show me<\/strong> lists who is in it. Use the remove icon to take someone out.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A sequence is a cadence of touches over time: call, wait, text, wait, email. Each touch either lands as a task for whoever works the contact, or, for an email, can send by itself. It can stop the moment they text back or book.<\/p>\n","protected":false},"featured_media":2004,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/sequences","_rd_doc_source_id":"crm-sequences","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"A sequence is a cadence of touches over time: call, wait, text, wait, email. Each touch either lands as a task for whoever works the contact, or, for an email, can send by itself. It can stop the moment they text back or book.","footnotes":""},"rd_doc_category":[19],"class_list":["post-734","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/734","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/734\/revisions"}],"predecessor-version":[{"id":2008,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/734\/revisions\/2008"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/2004"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=734"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}