Skip to main content
Sequences have guardrails so a cadence can’t accidentally spam a contact, double-book them, or break mid-flight. This page is the full reference; the builder’s floating Validation widget enforces the build rules live and blocks saving while errors remain.

​
Build rules

​
Reply behavior

Pause-on-reply is always on and not configurable. The moment a contact replies, their enrollment stops and all pending steps are cancelled. They move to Moved out with a Replied badge. Manual contact has the same effect: if you send an SMS or email or place a call to a contact about the same property they’re enrolled for, the enrollment stops - your personal touch replaces the cadence. Contacting them about a different property does not stop the enrollment.

​
Off-market deals stop the cadence

If a deal goes off-market, the daily listings refresh marks it inactive and stops any active enrollment tied to that property - there’s no point messaging the listing agent about a listing that’s no longer for sale. The contact moves to Moved out with a Property inactive badge. Because this happens on the daily refresh, the cadence stops on the next refresh after the listing leaves the market, not the instant it changes. If the deal comes back on the market, re-enroll the contact manually.

​
One active sequence per contact

A contact can be in only one active sequence at a time, even across different listings. If an agent is enrolled through one property, their cards on other properties show In sequence · other listing and new enrollments are skipped. Use Stop & re-enroll in the enroll window to switch a contact to a different sequence.

​
Editing sequences

Sequences with active enrollments can’t be edited in place, so contacts mid-cadence are never affected by changes. Use Duplicate & Edit to create an editable copy with the changes you need, then enroll new contacts into the copy. The conversation type is locked at save time on every sequence, with or without enrollments. A System sequence cannot be edited or deleted, even with no enrollments. Turn it Off, or use Customize / Duplicate to work from a copy you own. Turning a sequence Off stops future enrollments (manual and auto-enroll) without touching contacts already in flight - the confirmation reads Turn off for future enrollments. You can still edit Auto-enrollment settings while it is off. Those rules wait until the sequence is turned back on.

​
Auto-enroll priority

A sequence can have more than one Deal Hub auto-enroll rule, and more than one of them can be on. Auto-Enroll and Save rule change only the rule selected in Auto-enroll rule. If rules from different sequences match the same contact, the higher-priority sequence wins and the other rule records the contact as skipped (already enrolled). Drag sequences up or down on the Sequences page to change priority. A contact can still be in only one active sequence, so a second matching rule on the same sequence is skipped the same way. A Buybox rule follows the buybox saved in Deal Hub. Updating that buybox changes who qualifies on the next run. It does not change contacts who are already enrolled. A buybox with only off-market deals cannot be used for auto-enrollment.

​
Common questions

No. Stopping on reply is the core of the feature - once a real conversation starts, the automated cadence should never message over it.
Yes. The rule measures total elapsed wait time between two touches on the same channel. SMS, then a call task 12 hours later, then another SMS 6 hours after that, still violates the rule - the two SMS are only 18 hours apart.
Any change to a sequence with active enrollments is blocked, not just additions. Duplicate the sequence and make the change on the copy.
Nothing - they continue through their remaining steps. Only future enrollments are blocked. To stop in-flight contacts, remove them from their step lists individually.