Articles on: Prospects and Accounts

See the prospects in a sequence

See all the prospects in a sequence sorted by their response or sequence step.

You can view all the prospects that have been added to a sequence, and their current activity and status in the sequence on the sequence Prospects screen.

In the Sequence screen, click the sequence you want to view.

Click Prospects.

Filtering prospects in a sequence

To filter the list of prospects by activity, such as prospects who are in progress, have opened emails or replied, click the corresponding activity across the top of the screen.

To filter prospects who are in a specific step of the sequence, click the corresponding step.

You can also filter prospects by owner, tags, stages, account, and other fields, just like you can in the Prospects screen.

Updated on: 07/06/2024

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