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How to collaborate on prospects and sequences in Public mode

Learn how you can work together on prospects and sequences in Reply

Written by Dasha Leshchenko

In Reply, Public mode lets your whole team work together on prospects and sequences.

Prospects

In Public mode, all prospects are shared among team members. Every team member can create, edit, and delete prospects.

Each prospect has its owner. You can see the owner in the Owner column on the People page. Hover over the Owner icon to view the full name of the owner.

View the communication history for each prospect

When you and your team members collaborate over a prospect, you can see the whole communication flow around this prospect in the Contact Sidebar, namely:

  • All actions to the prospect from your team members.

  • Sequences which the prospect is currently active as well as historical sequences.

  • Prospect statuses in each sequence, sequence owner, Opens and Replies metrics. 

  • Emails to the prospect and prospect replies. 

This information helps you communicate with prospects more personally, understand what they respond to best, and avoid sending too many emails.

Change the prospect owner

Only the Team Owner can change the prospect owner. To do this:

  1. On the People page, select prospects and click Change owner.

  2. Select the new owner and click Apply

Sequences

In Public mode, team members can see sequences of all team members and their metrics. Each sequence has its owner. You can see who is the owner of the sequence in the OWNER column. When you hover over the Owner icon, you will see the full name of the owner. 

Push the prospect into several sequences simultaneously

In Public mode, you can add the same prospect to multiple sequences at the same time. This is useful when you contact a prospect about different topics - for example, one team member adds them to a marketing sequence, while another sends security update emails.

Change the sequence owner

Only the Team Owner can change the sequence owner. To do this:

  1. On the Sequences page, hover over the sequence, expand the Actions drop-down menu, and click Change owner.

  2. Select the new owner and click Apply

💡Note: changing the owner of a sequence that has already sent at least one email will stop any further sending. The new sequence owner will need to connect an email account after the sequence ownership is changed.

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