Creating a Sequence From Scratch

1. To create a sequence from scratch, click on Sequences in the main menu.

2. Click Create Sequence

3. Click From Scratch.

4. Name your sequence.

5. From the dropdown, select one of the following options:

a) My Sequence: Only you will have access to this sequence.

b) Team Sequence Read Only: Others in your company can use the sequence but cannot make changes.

c) Team Sequence Read and Write: Others in your company can use and modify the sequence.

d) Reseller Sequence Read Only: This sequence can be assigned to your network of resellers and is exclusive to them.

Note: When a sequence is assigned to a reseller, that reseller cannot assign it to another reseller. Only the creator of the sequence can assign it.

6. Click Save.

Note: When you create a Team Sequence, it will appear under the My Sequences dropdown since you are its creator. Your team will find it in the same dropdown under Team Sequences.

On the Sequence page, you can identify it as a Team Sequence by the Team icon next to the sequence name.

Next, learn about Adding Steps to Your Sequence.