Objective
The purpose of this article is to show users how to filter Prospects within a Sequence to show steps, states, or other criteria more easily.
Applies To
- Prospects
- Sequences
Procedure
- Access the Outreach Platform.
- Click the Sequence icon (paper plane) in the navigation sidebar.
- Click on the Prospects Tab in the top navigation bar.
- From here, the user can add filters to search for specific Prospects. For example, adding in Sequencer is you and Step is Step #1 will show all Prospects that the user has Sequenced and that are on the Step #1 of the Sequence.
Additional Information
You can use other filters such as Accounts, Opportunities, Stages, Teams, Tags, etc. to filter and show specific Prospects.