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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 previews show how many listings match filters and how many are eligible. Enrollment runs only when the sequence and Auto-Enroll are both on.
  • Enrolling from Deal Hub does not save the property to your Deal Pipeline.
  • On a phone you can still enroll. The enroll window is full-screen, like Review & Send. Creating and managing sequences is desktop-only.

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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. Ready-made sequences show a purple System badge. Only active (turned on) sequences appear. If none are on, Create a sequence opens the catalog on a laptop.
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.
Manage sequences and Create a sequence are desktop-only. On a phone the enroll window is full-screen, hides those links, and notes that you log in on a laptop or desktop to create and manage sequences.

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Why contacts get skipped

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Deal Hub auto-enroll rules

A sequence can enroll new on-market Deal Hub listings automatically. Open the sequence on the Sequences page and open Auto-enrollment (it starts collapsed under the sequence name). The panel subtitle is Automatically add matching Deal Hub contacts. You can configure it while the sequence is off. Nothing enrolls until the sequence and the rule’s Auto-Enroll toggle are both on. If the sequence has more than one rule, use Auto-enroll rule to choose which one you are editing. Auto-Enroll and Save rule apply only to that rule. Switching rules discards unsaved filter edits. Other rules that are on can still enroll when the sequence is on. Under Enroll using, choose Buybox or Custom filters. Only the selected option applies.
Pick a saved buybox. The panel lists its saved filters, such as ZIPs, property type, price, size, beds, baths, days on market, house age, comps discount, and Section 8 rent.Future enrollments use that buybox as it is currently saved in Deal Hub. If an admin updates the buybox, the next enrollment run uses the new filters without saving this rule again. Contacts already enrolled stay enrolled.Sort order does not change who qualifies. Section 8 rent uses the same HUD data as Deal Hub. A buybox that contains only off-market deals cannot be used; choose one that includes on-market listings. If the buybox was deleted, the menu shows Unavailable buybox and Preview and Save rule stay disabled until you select another one.If your organization has no buyboxes yet, create one in Deal Hub. Manage buyboxes opens Deal Hub.
1

Choose the rule and filters

Select the rule when more than one exists, then choose Buybox or Custom filters and set that option.
2

Set Auto-Enroll

Turn Auto-Enroll on when you want this rule to enroll. You can leave it off and still save the filters for later.
3

Preview

Click Preview. The count shows how many listings are eligible and how many match filters. Eligible means the contact has a usable phone or email, fits the sequence’s conversation type, and is not already enrolled. When the numbers differ, Why only X of Y? lists the skip reasons.
4

Save rule

Click Save rule. If the sequence and Auto-Enroll are both on, current eligible matches enroll right away and new matches enroll going forward. If either one is off, the rule is saved and enrollment waits.
Turning Auto-Enroll on for a rule that is already saved does not enroll the current matches immediately. Those filters apply on the next rule run, and only while the sequence is on. Turning it off stops future enrollments from that rule. Contacts already enrolled continue.

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Why “match filters” and “eligible” differ

The match count is everything that passes the selected buybox or custom filters. The eligible 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. Why only X of Y? under the preview itemizes each reason. Eligible contacts enroll only when the sequence and Auto-Enroll are both on.
Check that the sequence is on and this rule’s Auto-Enroll toggle is on. Then check whether the listing is saved to your Deal Pipeline (saved listings are excluded), whether another higher-priority sequence captured the contact first, and the rule’s recorded skip reasons from its last run. Turning Auto-Enroll on does not enroll current matches immediately; Save rule does that when both toggles are on.
The higher-priority sequence. Drag sequences to reorder priority on the Sequences page. A second rule on the same sequence is skipped once the contact is already enrolled, because a contact can be in only one active sequence.