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There are three ways to put contacts into a sequence: enroll a single property’s contact from its card, enroll many at once from a bulk toolbar, or let a Deal Hub auto-enroll rule pick up new matching listings for you. All three respect the same guardrails: one active sequence per contact, and the sequence’s conversation type decides who qualifies.
Key things to know
  • The Enroll In Sequence window sorts your selection into New Conversation, Follow-up, and New Property groups, each enrolled into its own sequence.
  • Skipped contacts are always explained - click Why were N skipped? to see the reasons.
  • Auto-enroll rule previews show two numbers: how many listings match filters and how many will enroll.
  • Enrolling from Deal Hub does not save the property to your Deal Pipeline.

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Enroll a single property

Every property card in Deal Hub, Deal Pipeline, and Lookup has a Sequence control in its header. Click it to open the Enroll In Sequence window for that property’s contact. If the property has more than one contact, a Contact to enroll dropdown lets you pick someone other than the primary contact. Once enrolled, the card header control shows the sequence name; hover it to see the current step (for example “Enrolled in Spring Cold Outreach, Step 2”). An In sequence badge also appears next to the contact’s name - if it reads In sequence · other listing, the agent is enrolled through a different property, which still blocks new enrollments because active sequences are one per contact.

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Enroll in bulk

1

Select properties

Check properties in the Deal Hub or Deal Pipeline list, then click Sequence in the bulk action bar.
2

Review the groups

The Enroll In Sequence window sorts your selection by relationship with each agent: New Conversation (no thread with that agent yet), Follow-up (an existing thread about the same property), and New Property (a thread with that agent about a different property). Contacts who are already enrolled appear in a separate notice with a Stop & re-enroll option.
3

Pick a sequence per group

Each group gets its own sequence picker, with Recommended for this group listed first and Other sequences below. Only active (turned on) sequences appear.
4

Enroll and review the result

Click Enroll N for each group. The result shows “X enrolled, Y skipped” with a View sequence link, and Why were N skipped? expands a breakdown of every skipped contact grouped by reason.
On very large selections, only the first 400 contacts are auto-sorted into groups; the rest land in New Conversation, so review them before enrolling.

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Why contacts get skipped

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Deal Hub auto-enroll rules

An active sequence can enroll new Deal Hub listings automatically. Open the sequence on the Sequences page and find the Deal Hub Auto-Enroll Rule panel.
1

Turn the rule on

Flip the Auto-Enroll toggle. (The sequence itself must also be turned on.)
2

Set targeting

Under Targeting, pick the ZIP codes (from the ZIPs your organization tracks in Deal Hub) and the property types the rule should match.
3

Set filters

Under Filters, set optional ranges for Price, Sqft, Beds, Baths, and Days on market. Leave a bound at No min or No max to skip it.
4

Preview

Click Preview to see two counts: how many current listings match filters, and how many will enroll. When the numbers differ, a “Why only X of Y?” breakdown lists how many matches are skipped and why.
5

Save & activate

Click Save & activate. Current eligible matches enroll right away, and new matching listings auto-enroll going forward. Each run records its skip reasons, so you can always see why a match wasn’t enrolled.

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Why “match filters” and “will enroll” differ

The match count is everything that passes your ZIP, type, and range filters. The enroll count additionally requires that the listing’s contact:
  • has a usable phone or email,
  • fits the sequence’s conversation type (a New Conversation sequence skips agents you already have a thread with; an Existing Conversation sequence skips agents with no thread yet), and
  • isn’t already enrolled in an active sequence.
Listings already saved to your Deal Pipeline are excluded from both counts - the rule targets new opportunities, not deals you’re already working.
Enrolling a contact from Deal Hub does not save the property to your Deal Pipeline. They are separate actions.

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Common questions

Expand Why were N skipped? in the enrollment result. The most common reasons: they’re already in an active sequence, the listing has no phone or email, or they don’t fit the sequence’s conversation type (already messaged for a New Conversation sequence, never messaged for an Existing Conversation one).
Select them for enrollment as usual. The already-enrolled notice shows their current sequence with a Stop & re-enroll button - click it to stop the old enrollment, then enroll them into the new sequence.
The picker only shows sequences that are turned On, grouped by fit. A sequence whose conversation type doesn’t match the group still appears under Other sequences, but the mismatching contacts will be skipped at enrollment.
Matching the filters isn’t enough - the contact also needs usable contact info, the right conversation history for the sequence type, and no active enrollment. The “Why only X of Y?” breakdown under the preview itemizes each reason.
Check whether it’s saved to your Deal Pipeline (saved listings are excluded), whether another higher-priority rule captured the contact first, and the rule’s recorded skip reasons from its last run.
The rule belonging to the higher-priority sequence. Drag sequences to reorder priority on the Sequences page.