- Rule
- SALES-005, SALES-006, SALES-007, SALES-008, SALES-009, SALES-004
- What it looks for
- Ancil reads the sequence inventory when your connection allows it. SALES-005 groups sequences by name (ignoring case and extra spaces, and skipping names that start with "untitled") and flags groups of two or more. SALES-006 flags sequences with no owning user, when there are at least 3 sequences. SALES-007 flags sequences whose definition HubSpot returned with zero steps; Ancil inspects the first 20 sequences in detail. SALES-008 and SALES-009 check enrollments for a sample of up to 10 contacts, flagging enrollments that point to a sequence outside the readable inventory or that have no enrolling user. SALES-004 notes when at least 10 deals were read but no sequences exist, which may be intentional.
- Severity
- SALES-005 and SALES-007 are warnings. SALES-004, SALES-006, SALES-008, and SALES-009 are info.
- Evidence shown
- Duplicate groups with sequence IDs (up to 20 groups), the number of sequences without an owner, the number of inspected and empty definitions, and contact and sequence IDs for flagged enrollments.
- Governed fix
- Not automated. Ancil reports the evidence and does not edit, retire, or enroll anything in sequences. Your team, or an INSIDEA expert, makes the changes in HubSpot.