Enroll a lead or customer
You can enroll records in a sequence from:
- Lead page: use Add to sequence.
- Customer page: open the Sequences action.
Then:
- Select an active sequence.
- Choose whether Stop on reply should be enabled.
- Click Enroll.
If a lead or customer is already active or paused in the same sequence, Neptune will prevent a duplicate enrollment.
Enroll multiple records
Admins can add several leads or customers to a sequence in one action:
- Open the Leads or Customers list.
- Select the checkbox beside each record you want to enroll.
- Click Add to sequence in the bulk action bar.
- Select an active sequence.
- Confirm the enrollment.
Records previously enrolled in the selected sequence are skipped, including records whose enrollment is stopped or completed. Bulk enrollment does not restart their follow-up. To enroll a stopped or completed record again, use the individual lead or customer page.
Records that have opted out of sequences are skipped with the reason Opted out of sequences, and can’t be enrolled from their own page either. See Stop someone receiving sequences.
On the Customers list, enrollment clears your selection and keeps your current page and filters. Move to the next page to continue enrolling more customers.
If enrollment stops after some records have been added, Neptune reports how many were enrolled before the error. Select the records again and retry; previously enrolled records are skipped, so the retry adds only those still remaining.
Automatically enroll new leads
Admins can choose one sequence for all newly created leads:
- Open Leads.
- Expand Lead settings above the leads table.
- Under New leads are auto-enrolled in, select an active sequence.
- Wait for the Default lead sequence saved confirmation.
New leads are added to the selected sequence as they are created. Existing leads are not enrolled automatically when you change this setting.
Clear the selection to stop automatic enrollment. Changing this setting does not remove leads that are already enrolled.