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Sequences are repeatable outreach playbooks for listing agents. You define an ordered cadence of touches; when you enroll contacts, ProPilot schedules each step and tracks who’s due, scheduled, completed, or stopped. Find it by clicking Sequences in the sidebar. SMS and call steps stay manual (you send them), while eligible email steps can run automatically.
Key things to know
  • SMS and call steps are always manual (sent via Review & Send); only email steps can auto-send.
  • A contact can be in only one active sequence at a time.
  • Pause-on-reply is always on - a reply stops the enrollment and cancels pending steps.
  • Enrolling from Deal Hub does not save the property to your Deal Pipeline.
Related settings: Templates, operating hours, signatures, forwarding, and communication limits live in Advanced Settings > Communication. Phone Number lives in Basic Setup > Phone Number, and Email Setup lives in Basic Setup > Email Setup.

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In this section

Build a Sequence

Create a sequence, choose conversation type, add steps, and save.

Enroll Contacts

Enroll manually, in bulk, or through a Deal Hub auto-enroll rule.

Send Due Steps

Work manual steps, understand auto email, and mark call tasks done.

Rules & Limits

Understand build rules, reply behavior, active enrollments, and edit limits.

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Common questions

No - each contact can be in only one active sequence at a time. Use Stop & re-enroll to switch.
Their enrollment stops, pending steps are cancelled, and they move to Moved out with a Replied badge.
Sequences with active enrollments can’t be edited in place - use Duplicate & Edit.
The higher-priority sequence (drag to reorder priority on the Sequences page).

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Limitations

  • SMS and call steps are always manual; only email steps can auto-send.
  • A sequence must be turned On for manual enrollment and auto-enroll rules to work.
  • The conversation type can’t be changed after saving - duplicate the sequence instead.