Prospect Filtering within a Sequence

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

1. Access the Outreach Platform.
2. Click the Sequence icon (paper plane) in the navigation sidebar.
3. Click on the Prospects Tab in the top navigation bar.
4. 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.