Understanding and managing contact enrollment limits per company in sequences

Last updated: May 5, 2026

When setting up sequences in Unify, you can control how many contacts from the same company are enrolled using various limit settings. Understanding how these limits work is crucial for managing your outreach effectively and troubleshooting enrollment issues.

How company enrollment limits work globally

The most important thing to understand is that max enrollment limits (such as "1 per company") apply globally across ALL sequences in your Unify instance, not just within individual plays or sequences. This means:

  • If a contact from Company A is enrolled in any sequence anywhere in your system, they count toward the enrollment limit for that company

  • This includes contacts enrolled from other plays or manually enrolled sequences

  • New enrollments may fail with "max enrollments reached" errors even when no contacts from that company appear in your current sequence

Understanding different limit settings

Unify offers several different settings that control company-based enrollment limits:

Important: All enrollment limit settings are purely count‑based. They do NOT consider CRM lifecycle stage, deal status, active opportunities, or conversation activity. The limits only track the number of contacts enrolled, regardless of their engagement or deal status. To prevent outreach when there's an active deal or conversation, use company‑level exclusions based on your CRM deal/opportunity fields (see “Managing company-wide exclusions after engagement” below).

Max prospects per company vs Max sequence enrollments per company

These two settings serve different purposes:

  • Max prospects per company: Controls how many people you can prospect from a single company in the current play

  • Max sequence enrollments per company: Controls total enrollments across ALL sequences for that company, configured in the sequence node and operating globally

For example, if your max enrollment threshold is set to 5 and 3 people from a company are already enrolled in one sequence, only 2 additional people from that same company can be enrolled in any new play, regardless of which sequence they're being added to.

Simultaneous active contacts per account

You can also set limits on how many contacts can be active in sequences simultaneously per account. This setting:

  • Is configured at the play level in the sequence node

  • Applies to your entire Unify instance across all plays when set

  • Helps manage sequence capacity and prevents overwhelming your outreach efforts

Troubleshooting enrollment failures

When contacts fail to enroll with "max enrollments reached" errors, you can diagnose the issue by:

  1. Going to Play → Metrics

  2. Clicking the unenrolled breakdown

  3. Checking if "Maximum enrollments per company" is listed as the reason for blocked contacts

This helps verify if the global company limit is causing your enrollment failures.

Managing company-wide exclusions after engagement

When someone replies to a sequence, only that individual contact's remaining steps are cancelled. Other contacts from the same company will continue receiving emails unless you set up company-wide exclusions:

  1. Configure your CRM to automatically assign a property (e.g., 'Engaged') to the company when someone replies

  2. Ensure this property syncs with Unify

  3. Create a company-level exclusion in Unify based on this property

  4. Enable the "Exclude from Sequences" toggle to proactively unenroll contacts from active sequences

Alternative approach: Sequential company prospecting

If you want to prospect one person at a time from the same company on a recurring basis, consider this approach instead of using max enrollment caps:

  1. Remove the max enrollment limit entirely

  2. Configure your prospect node to find only 1 person per company per play run

  3. Re-run the play periodically to enroll new contacts from the same companies

This allows you to systematically reach different contacts at the same company over time through repeated play executions without being blocked by global enrollment limits.