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Add up to 5,000 people at a time from HubSpot, Salesforce, a dial list or a spreadsheet. Before anyone goes in, a preview shows who will be added, who will be skipped, and why. Your team’s rules are checked for every person, so nobody lands in a sequence they should not be in, such as someone with an open deal. The Sequencer is in early access, on Enterprise, Enterprise+ and Admin seats for teams in the early access program.

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Add people

1

Open the sequence and click Add people

You can add people to a sequence that is turned off. They wait until you turn it on.
2

Pick a source

See Where people can come from.
3

Check the preview

Every person shows as Will be added, Needs approval or a reason they are skipped. See What the preview checks.
4

Confirm

Salesfinity adds them in the background, so you can close the page. The sequence shows Adding people — N of M while it works.
You’re done when: the sequence’s People tab shows everyone you expected, and anyone missing is on the Not enrolled tab with a reason.

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Where people can come from

Each person needs an email address or a LinkedIn URL. Rows with neither show as No email or LinkedIn and are skipped. People you add belong to you. Their calls and to-dos land in your Tasks. Emails go out from the sequence’s mailboxes (see Pool and assignment). To give people to a teammate, reassign them on the People tab afterwards.

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Or ask Ari

Ari can enroll someone for you from the chat panel. Ari finds the sequence and the person, then asks you to approve before anyone is enrolled. Ari enrolls people one at a time, and you approve each one. The same rules apply as in the app. If a rule refuses the person, Ari tells you why instead of working around it. For a big list, use Add people instead.

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What the preview checks

For each person the preview shows one of these: The preview uses data Salesfinity already has, so it never waits on your CRM. A rule that needs a fresh CRM read shows as not measured, and is checked for real as each person is added. At that point, CRM data older than 24 hours (your team can change this) is refreshed first.

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Why someone was not enrolled

Everyone refused while being added is listed on the sequence’s Not enrolled tab for 90 days, with the reason. For a rule, it also shows the rule’s name. Only the latest try for each person is kept.
“My list of 200 only enrolled 140” is almost always answered by the Not enrolled tab. If the numbers are far off from a CRM source, check which source you used: People I own is CRM ownership, and My call queue is the CRM task queue. They are different people.

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Watch or stop an add

Each add runs in the background and keeps going if you close the page. It moves through queued → fetching → running → completed, or ends failed or cancelled. While it is fetching, the total is not known yet.
  • Stop cancels the add. People already added stay in. Nobody else is added. To undo it, finish their enrollments.
  • Each add keeps a label of where it came from, such as the CRM list name or “12 selected contact(s)”.

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Enrollment states

Waiting, active and paused count as live. Once a person’s enrollment is finished, bounced, opted out or failed, you can add them to the same sequence again. Open a person on the People tab to see their full timeline: every send, open, click, reply, bounce, task, approval, rule that applied, and outcome.
The Sequencer API quickstart shows how to preview, enroll up to 500 people in one request, and start an add of up to 5,000. An AI assistant connected through the Salesfinity MCP server can preview and start an add with the same rules and limits. Over the API, set owner_id to enroll people on behalf of a teammate. States are pending, active, paused, finished, bounced, opted_out and failed.

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Next steps

Work your tasks

Calls, emails and to-dos from your sequences, in one list.

Set rules of engagement

Change who may be enrolled, and what needs approval.

Handle replies

What each kind of reply does.

Fix enrollment problems

People refused or stuck? Start here.