How To Lock and Unlock Sequences

Purpose: 

The purpose of this article is to provide direction to Outreach users in locking and unlocking sequences in Outreach.

Locking a sequence removes the sequence from the Sequence Overview page. Locking a sequence is not the same as deleting; locked sequences can be restored, deleted sequences cannot be recovered.

Intended Audience: 

• Outreach Users

Note:

• If the sequence is enabled when it is locked, Prospects will continue through the sequence steps; if the sequence is disabled, Prospects will not move through the sequence. 

How To Lock a Sequence:

1. Access the Outreach Platform.
2. Click the Sequences icon (paper plane) in the navigation sidebar. 
3. Click the More Options icon to the right of the applicable sequence. 
4. Select Lock from the More Options dropdown menu.
   

How To Lock Multiple Sequences:

1. Access the Outreach Platform. 
2. Click the Sequence icon (paper plane) in the navigation sidebar. 
3. Click to select the applicable sequences. 
4. Click the Manage Sequences icon (pad lock) and select Lock from the dropdown menu. 
5. Click Confirm on the Lock Sequences confirmation popup. 
6. Click Done.
   
   The sequences are now locked. 

How To Restore Locked Sequences

1. Access the Outreach Platform. 
2. Click the Sequences icon (paper plane) in the navigation sidebar. 
3. Click Views & Filters and click Sort & Filter.
4. Click to select Locked under the State section of the Views & Filters settings panel.
   
5. Click to select the applicable sequences. 
6. Click the Manage Sequences icon (pad lock) and select Restore from the dropdown menu. 
7. Click Confirm on the Restore Sequences confirmation popup. 
8. Click Done.
   
   The sequences are now ready for use.  
   Note: Perform the same steps for any single or multiple sequences as applicable.