How to know which sequence prospect is part of

The purpose of this story is to show the sequence names on prospects list view even if the sequence is finished.

User flow:

In prospects list view, under the sequence column, we will show all the list of sequences which prospect is part of.

The green dot will show the sequences which are still active.

The grey dot will show the sequences which are completed/finished/removed.

On click of the list, we will open the prospects >> Sequences tab.




You can view the same info from Accounts and Sequence page as well.

Updated on: 30/09/2024