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Sequences are repeatable outreach playbooks for listing agents. Instead of remembering to text an agent today, email them in two days, and call them at the end of the week, you define that cadence once as an ordered list of steps. When you enroll contacts, ProPilot schedules every step automatically and shows you exactly who is due, who is scheduled, who finished, and who moved out along the way. Find it by clicking Sequences in the sidebar. A sequence can mix three kinds of touches: SMS, email, and call tasks. SMS and call steps stay manual (you always review and send or place the call yourself), while email steps can be configured to send 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.
  • Creating and tracking sequences is desktop-only. On a phone, the Sequences sidebar item says so, and the page shows a notice instead of the builder and due-step lists. You can still enroll contacts from Deal Hub or 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

Start from the catalog or build your own steps, then 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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The Sequences page at a glance

The page has two halves:
  • Your sequence list. Every sequence in your organization, each with an on/off toggle and a conversation-type pill (New Conversation or Existing Conversation). Ready-made sequences show a purple System badge. Select a sequence to see Customize (system sequences), Edit or Duplicate & Edit (your own sequences), Duplicate, and Delete (your own sequences only). Drag sequences to change their priority - priority decides which sequence wins when two auto-enroll rules match the same contact.
  • The selected sequence. Click a sequence to see its steps as cards. Each step card shows live counts like 3 due • 5 scheduled • 12 completed, the contacts waiting at that step, and the actions for that step type (Review & Send, Mark Done, or automatic sending). Below the steps, Completed lists contacts who finished every step and Moved out lists contacts who left early.

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Step types

For email templates that include Offer Price, choose an Offer base and a Discount. List Price and Comps work with Auto or Manual delivery. Max Offer requires Manual delivery, where you review the calculated amount before sending. A 0% discount uses the full base value, with the usual offer rounding. Auto emails using Comps read the current stored comps; missing or expired comps hold the email for Review & Send instead of falling back to list price. In Review & Send, missing comps leave the calculated offer blank and block sending until you enter a comps value, choose another offer base, or enter an offer amount manually.

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How an enrollment moves through a sequence

  1. Enrolled. The contact enters step 1. The first step’s wait time starts counting.
  2. Scheduled. Until a step’s wait time elapses, the contact sits in that step’s Scheduled list with a countdown to when it goes due.
  3. Due. The contact appears in the step’s due list. You work it (or auto email sends it), which completes the step and schedules the next one.
  4. Completed. After the last step, the contact appears under Completed.
  5. Moved out. If the contact replies, or you message or call them manually about the same property, the enrollment stops, pending steps are cancelled, and the contact appears under Moved out (replies get a Replied badge).

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Common questions

No - each contact can be in only one active sequence at a time. If you try to enroll a contact who is already enrolled, the enroll window shows them in an already-enrolled notice with a Stop & re-enroll option to switch them over.
Their enrollment stops immediately, pending steps are cancelled, and they move to Moved out with a Replied badge. This is always on and can’t be turned off - the whole point of a cadence is to stop the moment a real conversation starts.
Manually messaging or calling a contact about the same property also stops their enrollment - a personal touch replaces the automated cadence. Manual contact about a different property does not stop the enrollment.
Sequences with active enrollments can’t be edited in place, so contacts mid-cadence aren’t affected by changes. Use Duplicate & Edit to create an editable copy, then enroll new contacts into the copy. A System sequence can’t be edited or deleted at all. Use Customize to open an editable copy, or Duplicate to save a copy as-is. Turning a system sequence Off still works.
The higher-priority sequence. Drag sequences up or down in the list on the Sequences page to change priority.
Manual enrollment needs the sequence turned On. Auto-enrollment needs both that toggle and the rule’s own Auto-Enroll toggle. You can save rules while either one is off, but nothing enrolls until both are on. Check the rule’s eligible preview count - see Enroll Contacts.
Creating sequences and tracking due steps is a desktop product. On a phone you’ll see a notice instead. You can still enroll contacts from Deal Hub or the Pipeline; that window is full-screen on a phone. Messages also work on mobile.
Yes. Sequence sends go through the same Review & Send flow as other outreach, so operating hours and your daily SMS and email limits in Advanced Settings > Communication apply.

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Limitations

  • Creating and tracking sequences is desktop-only.
  • System sequences can be turned on or off, duplicated, or customized. They can’t be edited or deleted.
  • SMS and call steps are always manual; only email steps can auto-send.
  • Manual enrollment needs the sequence turned On. Auto-enrollment also needs the rule’s Auto-Enroll toggle on.
  • The conversation type can’t be changed after saving - duplicate the sequence instead.
  • Up to 10 steps per sequence, with at most 2 SMS steps - see Rules & Limits for the full list.