Skip to content

Filtering Sequences

As organizations grow their adoption of sequences, the number of sequences used across their organization can grow exponentially. To easily find sequences by type, users can leverage a series of provided filters:

Navigate to the Sequence Tab within Salesforce

Multiple filter options are provided to users to filter sequences

  • Filter by Status (e.g., active or inactive)
  • Filter by Type for object type (e.g., lead, contact, opportunity, or campaign)
  • Filter by Activation (e.g., automatic or manual)

Users can select one or multiple filters to find sequences based on the values listed.

Once a user selects a filter or filters, the list of sequences will dynamically change based on the selections made.

Reset filters to return the unfiltered results to the list page.

Last updated on