HubSpot Ideas

CConnor

As a member of the CS team, I can see which sequence a contact is enrolled in

Problem:

As a member of the CS team, I often need to enroll contacts who have already been sold in post-coaching/training sequences to ensure they are taking action after our session.

A contact can only be in one sequence at a time.

If a contact is already in a sequence, I cannot easily see from the Contact Record which Sequence they are enrolled in.

If they are enrolled in a Marketing Sequence, I can inform that team that I am unenrolling them for now, as they are in a different part of the customer journey.

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