In two lines: Sequences trigger automatic emails, tasks and messages to nurture a prospect over time, and they can take in contacts on their own when something happens in the CRM. And your booking page lets the contact pick a free time slot and schedule the meeting on their own.

What is a sequence?

A sequence is a series of automatic steps that run over time on a contact: send an email, create a follow-up task, send a message. Instead of remembering to write "in 3 days", the sequence does it for you.

Go to CRM > Sequences and click New sequence.
Choose the Sequence type —Simple — one path or Advanced — multiple paths, see Simple or Advanced? below—, give it a name and click Create sequence.
In the Editor tab, build the steps with Add step: what is sent, in what order and how long to wait before each one.
Decide how contacts get in: you add them with Enroll contacts, or the sequence takes them on its own with a trigger in the Start block, at the top of the editor. You can enroll them while it's still a draft: they wait as Pending until you turn it on.
Turn it on with the switch at the top of the sequence: it's born as a Draft and, once Live, it runs on its own. To stop it, use Pause in its menu in the list, or the same switch. While it's paused, the contacts who reach a step wait in Paused; when you activate it again they pick up on their own from the step where they stopped. The contacts you paused by hand stay paused.

It's useful for nurturing leads that aren't ready to buy yet and for keeping any prospect from going cold for lack of follow-up.

When the contact replies by email, they leave the sequence on their own, so nobody keeps writing to someone who already reacted. What else takes them out —a WhatsApp reply, or their deal being won, lost or archived— you decide for each sequence in Sequence exits (see below).

In the CRM > Sequences list, Enrolled —on each card and in the table— counts every enrollment the sequence has ever had, with Completed right next to it: 48 enrolled and 0 completed is the fastest way to spot a sequence that isn't working. How many are active right now is in its Report tab, under Active.

If a sequence has a configuration problem —a WhatsApp line that went down, a stage that no longer exists—, the list flags it with an amber icon next to its status and the bell lets you know. What the engine does with each failure and how to resume the contacts: A sequence with a problem: how you find out, what happens to your contacts and how to resume it.

Not every step is sent by the engine. The ones that need a person — Manual email, Phone call, WhatsApp — task, Task and LinkedIn — leave a task inside the CRM, on the contact and on their deal, and the sequence can wait for it to be completed before moving on. Where it shows up, who it goes to and how to unblock it: Sequence tasks: where they land and how they unblock the next step. And you can always tell what came from a sequence: its tasks and emails carry the Sequence: {name} chip on the record's timeline, next to the subject in CRM > Activities and in the activity panel, and clicking it takes you to the sequence.

Simple or Advanced?

You choose it when you create the sequence, and what changes is the shape of the flow, not how much it can do. A simple sequence is a single path that runs straight down: steps, waits and actions —including the ones that move, archive or close the deal— with no branches. An advanced one can ask something about the contact and continue down different paths. Both use the same engine, the same tabs and the same report.

What it includes	Simple — one path	Advanced — multiple paths
Steps, waits and actions	Yes	Yes
Triggers in the Start block	One	Up to five
Entry filter (Who gets in)	Yes	Yes
Re-entry	Once per person	You choose
Conditions with Yes and No branches, merge points and path endings	No	Yes
Continue in another sequence and Remove from a sequence	No	Yes
A/B test of an email (Add test)	No	Yes
Sequence exits card	Yes	Yes
Exit rules card	No	Yes

A simple sequence can become advanced whenever you need it: in the Settings tab, the Sequence type card has Switch to advanced. It's one-way —an advanced sequence doesn't go back to simple, because it would have to lose its branches— and that's why the card of an advanced one shows Cannot go back to simple. Sequences created before you could choose are advanced, so they keep everything they had.

When you choose Simple — one path, the dialog offers Start with the "New deal follow-up" template: the sequence starts every time a deal is created and comes with three steps ready —an automatic email right away, a call task the next day and a second email four days after that—. It's born as a draft, so review the texts and the Sender before turning it on.

How do contacts get in?

There are three ways, and they can be combined. You enroll them with Enroll contacts —picking people, from a list or pasting emails; with a dynamic list, Link list for future auto-enrollment keeps enrolling whoever joins it—. The sequence takes them on its own with a trigger in the Start block: a contact is created, is added to a list or gets a label, or a deal is created or changes stage. Or, in an advanced sequence, they come from another one through a Continue in another sequence step. Who gets in, when they start and whether they can go through again: Make a sequence start on its own: triggers, entry filter and re-entry.

When does each step go out?

Each step has its own wait, in the time marker above it (for example, 1 day later): click it and, in When to execute this step, choose As soon as possible after the previous step (up to 5 minutes) or Wait before executing, with the minutes, hours or days. Step 1 too: its wait counts from the moment the contact enters, whichever way they came in. And if the sequence has a schedule (Scheduling, in the Settings tab), a step that falls outside it goes out when the next window opens.

A contact who comes in through a trigger can also wait for When it starts, in the Start block: that wait and Step 1's add up. An example and the details in Make a sequence start on its own: triggers, entry filter and re-entry.

List or Canvas?

At the top of the editor, List and Canvas switch between two views of the same steps. In List you add, delete and reorder them; Canvas draws the whole flow from top to bottom —with the branches side by side, in an advanced sequence— and lets you open any step to edit it. How to use it to read a branched flow: Advanced sequences: conditions, branches and chaining.

Action steps: let the sequence do the work

Besides sending messages, a sequence can perform an Action step: it runs automatically when the contact reaches it, without waiting on anyone. You configure the action type from the step, and you have these to choose from:

Leave a note — logs a note in the contact's and deal's timeline.
Change deal stage — moves the person's linked deal to the Pipeline and Target stage you choose; both are required. It needs deal linking turned on (see right below).
Apply label — adds a label to the person (not to the deal) without replacing the existing ones. With What to do with the label set to Remove, it takes that label off instead.
Notify a user — sends a notification to the bell of the teammate you choose, with the step's message and a link to the deal (or to the person, if there's no linked deal). The recipient has to be someone with access to the account, not an AI position: otherwise the enrollment is paused and the bell lets you know; when you choose someone else in the step, the enrollments paused there resume by themselves.
Assign owner — changes who's responsible for the person in the CRM.
Archive deal — archives the linked deal. Same requirement: with no linking, or with no open deal for that person, the step is skipped.
Mark deal as lost — closes the linked deal as lost, optionally with one of that pipeline's loss reasons. It needs deal linking too.
Add to a list — adds the person to a static or CSV list (dynamic lists don't take manual additions).
Continue in another sequence — the contact moves on to the sequence you choose and, if you check it, leaves this one. Only in advanced sequences: see Advanced sequences: conditions, branches and chaining.
Remove from a sequence — takes the contact out of another sequence, or out of this one. Also only in advanced sequences.

An older sequence may still show a Create task action. It keeps working, and its task now lands in the CRM like any other. For a new step, use the Task step instead: it's the one you can make the sequence wait on.

When a sequence moves a deal with Change deal stage, the effects are the same as when someone on your team moves it: it starts the other sequences that begin with Deal changed stage toward that stage and, if your account has conversion rules for it, sends the conversion to your ad platforms. If the person has no linked deal, the step is skipped, and the sequence's Activity tab shows it as Skipped, with the reason.

A Change deal stage step without its pipeline or its stage doesn't run, and the sequence can't be activated until you complete it (nor if the step's pipeline was archived): the step itself tells you what's missing, and if you try to activate the sequence, a notice asks you to choose them first.

The three steps that act on the deal — Change deal stage, Archive deal and Mark deal as lost — only do something if the sequence links deals. You set that once, in the sequence's Settings tab, in the Deal linking card: choose Link each person's most recent open deal and every new enrollment gets tied to that person's deal. With linking on you also get two things for free: the sequence's activities land on the deal's timeline, and the sequence can take the person out when the deal is won, lost or archived (you choose which in Sequence exits, see below). A contact who comes in through a Deal created or Deal changed stage trigger is already tied to the deal that fired it. Step by step: Link deals in a sequence (so the automation can move them).

Sequences you had already created start out on Don't link: their deal steps won't do anything until you turn linking on. You'll spot it in the editor, because the step shows the notice "This step won't do anything: the sequence doesn't link deals" with a Turn on button next to it. Sequences you create from now on already link deals.

In an advanced sequence, action steps combine with conditions (yes/no branches) so the automation reacts to behavior. A classic pattern: if the contact didn't reply → archive the deal, or if they replied → assign an owner and leave a call for them. The ones that touch the deal assume the contact entered with a linked deal. How to set up the branches: Advanced sequences: conditions, branches and chaining.

Personalize with variables

In the emails and messages of a sequence you can insert variables that fill in with each contact's real data when it's sent: their first name, full name, and —when the sequence links deals— the deal's title, value, currency and stage (for example {{firstName}}, {{fullName}}, {{dealTitle}}, {{dealValue}}, {{dealCurrency}}, {{dealStage}}). Write once, and each person receives it personalized, no manual editing. Without linking, the deal variables come out empty — one more reason to turn it on before writing with them.

When the sequence is allowed to run

Two cards in the sequence's Settings tab decide when and under what limits it runs, and both are picked from a closed list — you don't type anything in:

Scheduling — the days and hours the sequence may send emails and create tasks, in the schedule's time zone. Leave it on No schedule (steps run at any hour) and it runs 24/7.
Ruleset — reusable rules on top: when to finish a contact, throttling, global CC/BCC. Leave it on No ruleset (fixed protections only) and just the built-in protections apply.

A new sequence is born with the schedule and the ruleset your team marked as the default —the Default schedule for this workspace and Default ruleset for this workspace switches, when creating or editing each one—; if none is marked, it's born without them. You can change or drop them like any other value, and a duplicated sequence keeps the original's.

Both are optional, and "none" is now an option you can go back to: pick the No schedule… or No ruleset… entry and the sequence drops the one it had. If you ever wondered why a schedule you'd set wasn't being respected, re-pick it from the list — the value only counts when it comes from there.

When does a contact leave the sequence?

The Sequence exits card, in the Settings tab, decides it. Some protections are fixed and always apply: the contact leaves if they reply by email, if the email bounces or if they unsubscribe. A bounce is only detected on emails that go out Direct, not on those sent through Gmail (see below). The rest you choose for each sequence, with one switch per exit:

Exit when the deal is won and Exit when the deal is lost — on by default. They only count if the deal is won or lost while the contact is already in the sequence: one that starts with the close —a welcome when the deal is won, or one that works deals that were already lost— takes no one out for that close, and there's no need to turn them off. Turn them off in a sequence that has to keep going even if the deal closes while the contact is in it.
Exit when the deal is archived — off by default: turn it on so that archiving the deal also takes the contact out.
Exit on WhatsApp reply — on by default, unless the sequence has a condition that asks whether the contact replied (such as Replied on WhatsApp or Replied on any channel, or an advanced condition that uses Last reply from contact): there the contact would leave before reaching that branch, and the card warns you if you turn it on anyway. Only a reply after the enrollment and after a WhatsApp sent by this sequence counts, and it doesn't stop other sequences: if the contact quotes one of the sequence's messages, the reply goes to that sequence; if not, to the one that sent them the last WhatsApp. In Activity it shows as Replied on WhatsApp.

These exits act the moment it happens —when the deal changes, wherever the change came from, or when the reply arrives—, also on contacts that were paused or waiting on a task: if they were waiting on one, that task is marked as completed, so you're not left with a to-do for someone who's no longer in the sequence. In Contacts they show as Exited. The three deal exits need the contact to be in the sequence with a linked deal: because the sequence links deals (see above) or because they came in through a deal trigger. And they only count for the contacts who were already in when the deal changed: the change that enrolls a contact —for example, winning the deal in a welcome sequence— never takes them out.

Advanced sequences add one more card to that tab, Exit rules: under And also exits if…, Add rule opens the same builder as the CRM's filters, and the rule is checked before every step, wherever the contact is; if they meet it, they leave the whole sequence. For example, that their deal reaches a certain stage, or that they get a certain label. In an exit rule, Last reply from contact only counts replies that arrive after the contact entered the sequence. Simple sequences don't show this card: the fixed protections and the exits above apply to them.

How do I read a sequence's Report?

The Report tab tells you whether the sequence is working. The first four cards count enrollments: Total enrolled, Active, Completed and Exited. The other four measure email per person, out of the recipients —the people the sequence sent at least one Automatic email to—:

Open rate — how many opened at least one of those emails.
Click rate — how many clicked at least one link.
Reply rate — how many replied by email. WhatsApp replies don't count here.
Bounced — how many had an email bounce. It's a count, not a percentage.

Under each figure you see the base it's calculated on —for example, 43 of 86 recipients—, and each person counts once, however many times they open, click or reply. Opens are measured with an invisible image inside the email: some email programs block images and others load them on their own, so read them as a trend.

A reply is an email from that person that reaches a mailbox connected to the CRM —see Centralize WhatsApp, email and calls in the CRM—. It counts while they're in the sequence and also once they've finished it, if it arrives within 30 days of the last email the sequence sent them: that way a one-email sequence, which ends as soon as it sends, still counts its replies. Until the sequence sends its first automatic email —or if it only sends WhatsApp messages and tasks—, the four email cards show a dash (—) with No emails sent yet.

Emails that go out through Gmail don't measure clicks or bounces: their links are sent as they are, without passing through MB Suite, and their bounces aren't detected. That's why, when all of the sequence's automatic emails go out through Gmail, the Click rate and Bounced cards show a dash with Not tracked for emails sent through Gmail. Opens and replies are measured just the same. If you need those two figures, choose Direct under How to send, in the Sender card of the Settings tab: the email goes out from your sending domain —see Configure your sending domain so your emails arrive— and there clicks and bounces are measured.

If the sequence uses Path ending steps, the How they ended block adds up how many contacts finished with each reason, with its percentage: it shows you at a glance how each path is working. It appears once the first contact has reached an ending. More in Advanced sequences: conditions, branches and chaining.

Sending emails from a sequence and measuring their opens and clicks involves processing your contacts' data. The acceptable use of email (consent, anti-spam and content policies) is governed by the Terms and Conditions, which always hold the current version.

Who can edit each sequence?

Each sales rep creates their own sequences and only edits, activates, duplicates or deletes those. Other people's show up with View instead of Edit, and open read-only, with the notice "Read-only: this sequence was created by someone else. You can view it, but not edit it." Managers and CRM Admins edit all of them. Enrolling contacts stays open to everyone, in other people's sequences too.

The rulesets and schedules of the Settings tab are shared by the whole team: anyone picks them from the list, but creating or editing them (New, Edit) is up to Managers and CRM Admins, because a ruleset can copy someone on every email of the sequences that use it. What each role can do: CRM roles and permissions: what each sales rep can see and do.

How do booking pages work?

A booking page is your own scheduling link. You pass it to a contact, they pick a meeting type and a free time slot according to your time zone, and the booking is confirmed with a notification email for both. They can cancel or reschedule from the same link.

For it to show your real time slots, connect your calendar in CRM > Settings > Team, in your Personal integrations. Each salesperson has their own availability.

Without the calendar connected, the booking page can't show free time slots. Connect it first. See Centralize WhatsApp, email and calls in the CRM.

When a booking comes into the CRM through your MB Booking source, the deal or prospect it creates is assigned to you, as the host of the meeting, even if that person was already in your CRM. There are two exceptions: the source has Assign with the source's rules turned on, or the person already has another owner. In both, the booking doesn't hand them over to you: the deal or prospect gets the owner your assignment rules give it (or none, if no rule applies). And if the person already had an open deal or prospect, the meeting is added to it and its owner doesn't change.

You can also reschedule or cancel a booking from CRM > Calendar: drag it to another time, or open it and use Cancel. If the booking has an email, the person gets an email saying the host moved their meeting to a new time, or cancelled it. And if whoever moves or cancels it isn't the host, the host also gets an email with the name of who did it.

Every time a meeting changes time —whether the person reschedules it from their link or you do it from the CRM—, its reminders go out again for the new time, even if they had already gone out for the previous one. And a cancelled meeting stops counting on the deal or prospect: its Next action no longer says Meeting booked.

Next step: make the sequence take in contacts on its own with Make a sequence start on its own: triggers, entry filter and re-entry, see where the steps that need a person land in Sequence tasks: where they land and how they unblock the next step, and how automatic follow-up fits into your day to day in Manage a deal: history, activities and agenda.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.

Automate follow-up: Sequences and booking pages