Follow these steps to set up an Email Sequence for a deal in Taskip:

Step 1: Navigate to the Sales Pipeline #

1. Open the Dashboard.
2. Click on Sales Pipeline from the left sidebar.

Step 2: Open the Deal #

1. Find the deal you want to set up an email sequence for.
2. Click on the deal name to open the deal details.

Step 3: Go to the Email Sequence Tab #

1. In the deal details view, click on the Email Sequence tab from the top navigation.
2. Click on the “Initialize” button to start setting up the sequence.

Step 4: Fill in Email Sequence Details #

1. From Email – Choose the sender’s email.
2. Title – Enter a title for the email sequence.
3. Trigger Type – Select a trigger type (e.g., Deal Closed Date).
4. Description – Add details about the sequence if necessary.

Step 5: Finalize the Setup #

1. Click the “Initialize” button to save and start the sequence.
2. Once initialized, you can add email steps and customize the sending schedule.

Your email sequence is now set up and ready to automate follow-ups!