Setting up sequences for other users

Hey @EPorter8, thanks for sharing!

HubSpot sequences are designed as a one-to-one tool, so the user who enrolls the contacts is going to be the sender of the emails and assignee for any tasks. Contacts can also be enrolled in only one sequence at a time, so you wouldn’t be able to break up these actions between sequences.

Honestly, I don’t think it’s best practice to have communication with the same lead coming from different people. That could create a confusing experience externally and internally.

If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce:

  1. Create the above sequence just for the call tasks
  2. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager

Otherwise, maybe you can create a separate sequence for each sales rep. That would allow your sales manager to still get visibility into the activity and performance of each sequence for each rep, streamline your outreach process, and save you and the team a bunch of manual time.

Those are just my thoughts, but hopefully they help at least get you started!