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. 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.Auto-enroll priority
If two Deal Hub auto-enroll rules 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.Common questions
Can I turn pause-on-reply off?
Can I turn pause-on-reply off?
No. Stopping on reply is the core of the feature - once a real conversation starts, the
automated cadence should never message over it.
Does the 24-hour rule count steps of other types in between?
Does the 24-hour rule count steps of other types in between?
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.
Why does deleting a step not unlock editing?
Why does deleting a step not unlock editing?
Any change to a sequence with active enrollments is blocked, not just additions. Duplicate
the sequence and make the change on the copy.
What happens to enrolled contacts when I turn a sequence off?
What happens to enrolled contacts when I turn a sequence off?
Nothing - they continue through their remaining steps. Only future enrollments are
blocked. To stop in-flight contacts, remove them from their step lists individually.