Enrolling people

Open a sequence and click Add people. Every path goes through the same preview, so you see who will be enrolled, who will be skipped and why, before anything starts.

Where people can come from

Source	What it means
CRM list	A named HubSpot list or Salesforce report.
CRM: my contacts	Every contact whose CRM owner is you.
CRM: my call queue	The contacts behind your due tasks in the CRM. This is your task queue, not your ownership; the two are different sets.
Salesfinity contact list	Any list from the dialer.
Contacts	People picked one at a time from the contacts directory.
CSV or paste	Rows you upload or paste. Column headers are matched to contact fields; unmatched columns can be mapped to custom fields, which merge fields can then use.

The enrollment is owned by the rep who created it unless you pick a different owner. Emails go out from the owner’s mailbox and call tasks land in the owner’s inbox.

What the preview checks

For each person the preview reports one of:

Enrolls: no rule fired.
Enrolls with a warning: a rule fired with the “enroll with a warning” action. The warning is shown and logged on the enrollment.
Held for approval: a rule fired with “hold for approval”. The person is enrolled in a pending state and a manager has to approve it before any step runs.
Refused: the person will not be enrolled. The reason is one of the following.

Refusal	Cause	What to do
Policy	A rules-of-engagement scenario blocked it, for example an open deal or a CRM opt-out. The rule name is shown.	Fix the record, or change the rule if it is wrong.
Suppressed	The email, domain or phone is on the do-not-contact list.	Check Sequencer › Suppression. Entries added by unsubscribe, bounce or complaint should stay.
Already enrolled	The person has a live enrollment in this sequence. A person can only be in a sequence once at a time.	Finish the existing enrollment first if you want to restart them.
Throttle: capacity	The sequence is at its active-people cap.	Raise the cap on the sequence, or wait for enrollments to finish.
Throttle: daily	The sequence has hit its adds-per-day cap.	Try again tomorrow or raise the cap.
Contact not found	The row could not be matched or created as a contact, usually a missing email and phone.	Fix the row and re-import.

Refusals are recorded on the sequence’s enrollment attempts list, so a manager can see who was kept out and why after the fact.

Rules of engagement are evaluated against fresh CRM facts (owner, open deals, opt-out, CRM fields). If a preview looks stale, it is usually the CRM facts cache; the enrollment itself refreshes them within the age limit set on the policy.

Enrollment runs

Adding a large set creates an enrollment run that works in the background. A run moves through queued → fetching → running → completed, or ends failed or cancelled. While it is fetching, the total is not known yet; once it is running you see progress and the skips so far.

Cancel stops a run. People already enrolled stay enrolled; nobody else is added.
Each run keeps a label of what it was pointed at (“HubSpot · Q1 SDR list”) so it can be re-run from the sequence’s runs list.

Enrolling from the dialer and from Ari

From a call, a rep can enroll the person in a sequence directly from the call card. The enrollment goes through the same preview and rules.
Ari can build a list and propose an enrollment. It shows the preview and asks before anyone is enrolled; see Ari approvals.

Enrollment states

State	Meaning
Pending	Enrolled but not started: held for approval, or waiting for the sequence to be enabled.
Active	Working through the steps.
Paused	Stopped with a reason (rep paused, reply action, sequence disabled, rule) and, optionally, a resume date.
Finished	Done: ran out of steps, or finished by a reply, an outcome, a rule or a rep.
Bounced	An email hard-bounced; no further steps run.
Opted out	The prospect unsubscribed; they are also added to suppression.
Failed	The engine could not continue; the reason is on the enrollment. Use Retry after fixing the cause.

Open an enrollment to see its full event timeline: every send, open, click, reply, bounce, task, approval, rule that applied, and outcome.

Get Started

Integrations

Dialer

Enrichment

AI Companion

Ari

AI Sequencer

Where people can come from

What the preview checks

Enrollment runs

Enrolling from the dialer and from Ari

Enrollment states

​Where people can come from

​What the preview checks

​Enrollment runs

​Enrolling from the dialer and from Ari

​Enrollment states

Where people can come from

What the preview checks

Enrollment runs

Enrolling from the dialer and from Ari

Enrollment states