Enroll people in a sequence

Add up to 5,000 people at a time from your CRM or another tool you connected, a dial list, a CSV or a pasted list. Before anyone goes in, a preview shows who starts here, who a rule starts in another sequence, who is kept out, 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

You’re done when: the sequence’s People tab shows everyone you expected, and anyone missing is on the Not added tab with a reason.

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Where people can come from

Import from lists the tools your team has connected, then Salesfinity and CSV or paste, which are always there. Everyone I own is every contact whose owner in the CRM is you, not just the ones with something due. My call queue is everyone with a call task due for you in that tool. They are different people. Each person needs an email address or a LinkedIn profile. A phone number alone is not enough. People are matched to your existing contacts by their CRM record, then their LinkedIn profile, then their email, never by phone, because colleagues often share a company line. 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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Add from a CSV or a paste

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Upload a CSV

Click Upload a CSV and pick the file. The first row must be the column names. Columns are matched to fields for you, and Map columns shows the result: We matched 6 of your 9 columns. Change any that look wrong. Other columns are the ones that match no field. For each one, choose Add as a new field, Save to an existing field, or Don’t bring. Fields you bring become variables your emails can use. A file can bring up to 100 of these columns. Any beyond that are left out. Rows with no email or LinkedIn, an email that can’t be read, or a LinkedIn link that isn’t a person’s profile are left out, and the page says how many. A file can hold up to 5,000 people.

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Paste a list

Click Paste a list. Use One person to type in one person’s email or LinkedIn, name, company, job title, phone number and time zone. Use Paste a list to paste one email or LinkedIn profile per line. Lines that don’t look like either are skipped, and the page says which.

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People who are already in Salesfinity

Adding someone who already exists updates their record without losing anything. New phone numbers are added to the ones they have. A website, name or title only fills in where the record is blank. Custom fields from the new list replace the old values, so an email never uses a stale one.

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What the preview shows

The preview, Check and add, starts with one line that sums it up, for example 12 start in Inbound follow-up instead, because of your rule “Called 6+ times”. Under it, What happens to the N splits everyone into groups. Click a group to see the people in it. Each person’s row shows Calls before, their Last call and What happens. The Calls before today chart counts every call anyone on your team made to these people, from any list, in the last 90 days, and shows which bars a rule catches. The reasons someone is kept out:

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Change what happens to someone

• Add anyway puts a person a rule kept out into this sequence. Start here anyway keeps a person a rule would start elsewhere. Either way they go in on hold, and start once a manager approves.
• The do-not-contact list, people already here, and people with no number for a calls-only sequence can’t be overridden. In Kept out, a lock marks the people you can’t change.
• Add all N anyway and Start all N here anyway do it for a whole group. Undo all puts it back.

The button at the bottom says exactly what will happen, for example Add 48 people (4 need approval) and start 12 in another sequence. A line above it says when the first tasks and emails appear. The preview uses data Salesfinity already has, so it never waits on your CRM. A rule that needs a fresh CRM read is checked for real as each person is added, so the numbers can move a little. The preview lists up to 200 people, with the ones that need a look first, and counts everyone. It lasts 30 minutes. After that, check again before you add.

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Why someone was not added

The sequence’s Not added tab lists the people who were turned away as they were added in the last 90 days, with the reason. Someone added later drops off the list. Click a reason at the top to see only those people. Rows with no email or LinkedIn never get that far, so they are not listed here. The add-people page counts them. From a list or a connected tool they are also in the banner’s not added count. Rows left out of a CSV or a paste are not.

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Watch or stop an add

Each add runs in the background and keeps going if you close the page. The banner on the sequence shows Starting…, then Reading your source…, then Adding people — N of M.

• Stop cancels the add. People already added stay in. Nobody else is added. To undo it, finish their enrollments.
• When an add finishes and someone went elsewhere or wasn’t added, the banner stays for 15 minutes with the totals, such as Added 48 · 12 started in another sequence · 3 not added. Click See why for the reasons.

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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.

For developers: enroll over the API or MCP

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