- Help Center
- Sequences
Set stages for your sequence
Select which stage a prospect is set to when you add them to the sequence, and if they bounce, reply, or finish without replying.
Stages in Outplay are like Salesforce status fields: they show where your prospect is in your sales process so you can take the appropriate actions to engage a prospect through your sales process. Your team admin can configure stages in the Settings.
When a prospect is in a sequence, you can set their stage automatically by how they behave, depending on the goal of the sequence. There are four moments when you might want to set a new stage:
-
When they're first added to the sequence.
-
If they bounce during the sequence.
-
If they reply during the sequence.
-
If they finish the sequence without replying.
Sequence stages are set in the sequence Settings screen.

-
In the Sequences screen, click the sequence you want to edit.
-
Click the Settings screen.
-
Scroll down and select the stage you want to move a prospect to.
If you don't want a prospect's stage to change, you can choose No Change. -
Click Save.