Intent of the article:
This article provides an overview of shared sequences in Salesgear.
Purpose of shared sequences:
A sequence that’s being shared with the team by the admin is called a shared sequence.
Shared sequences help admins to align their sales reps inline with the sales workflow. This way, you have consolidated analytics and better efficiency. They help everyone in the team to follow the same process and stay informed on everything that’s happening in the team. This saves a lot of time and ramps up the team’s productivity, allowing everyone to book more meetings.
How do you share a sequence?
Click on the ‘sequences’ icon in the vertical side menu bar. This will display the list of created sequences.
Click on the ‘more options’ button (three vertical dots) on the extreme right of the sequence that you want to share.
Click on ‘edit’.
You will see the following three radio buttons here:
Radio button | Description |
Private | This option indicates that the sequence is accessible only by the admin. |
Shared Read Only | This means that the sequence is shared with the entire team, but it can be updated only by the admin. |
Shared Read Write | Choosing this option will make the sequence available to the entire team, where all the members can modify the sequence, such as adding, moving, deleting the stages, editing content in each of the stages, etc. |
5. Once you have selected your preferred option, click ‘save’.
6. Now, you have successfully updated your sequence sharing preferences.
7. You can view the shared sequences in the ‘shared sequences’ folder available in the sequences tab.
Note: Newly created sequences are set to private by default. If you want to share them with your team, you should update your preferences manually.