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. 


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