Sequence overview
Why this filter?
When you have 10, 20, or 50 active sequences, finding the ones that need your attention takes time. The status filter lets you:
✅ Quickly identify sequences with errors
✅ Spot leads waiting for review
✅ Isolate your drafts
✅ See only your active or completed sequences
The 5 available statuses
Each sequence can have one or more statuses based on the state of your leads:
🟢 Active
The sequence is running. At least one lead is progressing (in progress, scheduled, waiting for next step).
🟠 Leads to review
At least one lead is waiting for your approval before continuing. Review it to resume the sequence.
🔴 Leads with errors
At least one lead encountered an error. Fix the issue to restart the sequence.
✅ Done
The sequence is complete. All leads reached a final status (done or skipped).
🧱 Draft
The sequence has never been launched. No lead has been executed.
How to use filters
Go to your Sequences page
Click on the Filter by status, assignee, or creators dropdown (1)
Select one or more statuses
🔎 Spot sequences with issues at a glance. Check the status indicators on the right. (2)
Combine multiple filters
You can select multiple statuses at once. For example:
Error + Review → Shows all sequences requiring your intervention
Active + Draft → Shows your ongoing sequences and your drafts
Logic: If you select multiple statuses, you'll see all sequences matching at least one of the selected statuses.
Practical examples
Want to see only sequences with problems?
→ Select Error + Review
Want to find your unlaunched drafts?
→ Select Draft
Want to see what's currently active?
→ Select Active
Special cases: sequences with multiple statuses
A sequence can have multiple statuses simultaneously if your leads are in different states.
Examples:
Displayed statuses | What it means |
🟢 Active + 🟠 Review | Some leads are progressing, others are waiting for your review |
🟢 Active + 🔴 Error | Some leads are progressing, others have errors |
🟠 Review + 🔴 Error | No active leads, but leads to review and errors to fix |
🟢 Active + 🟠 Review + 🔴 Error | Full case: active leads, leads to review, and errors at the same time |
Best practices
Regularly check the "Error" filter to fix issues quickly
Use "Review" to validate pending leads
Filter "Draft" to find your unlaunched sequences
Combine filters to see exactly what needs your attention
Filter persistence
Your selections are saved automatically. When you leave the page and come back, your filters remain active.
You can also share a filtered link: the URL contains the applied filters, allowing you to share a specific view with your team.
Analyze your sequence in detail
Once you've identified the sequence to analyze, you can dive into the details to understand each lead's performance.
How to do it?
Click on the sequence name to access the detailed view
Use the "Select leads" section to filter and sort your leads by:
Assignee → Filter by the user responsible for the lead
Events → Filter by engagement (email opened, clicked, replied, etc.)
Step → See which lead is at which step in the sequence
Errors → Identify leads that need fixing
💡 Pro tips:
→ You can also use the table columns directly to sort by event without using filters.
→ Click on the "Donut" in the column "Sequence" to check the past and upcoming actions per lead.
Analysis examples
Want to see who replied to your emails?
→ Filter by event "Answered"
Want to identify leads stuck at a specific step?
→ Use the "Step" filter and select the relevant step
Want to see leads assigned to a team member?
→ Filter by "Assignee" and choose the name
Want to fix all leads with errors?
→ Filter by "Errors" to isolate them quickly
👩🏼💻 For further information, please do not hesitate to contact us: