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.