How to create and manage the Sequence State

The Sequence Status of a Lead is important if we want to understand where the Lead is at.

To do this, we need to have all the statuses entered and updated on the platform, in order to make it easier to use the CRM.

How to create a Sequence Status

To create a new Sequence status, simply go to Settings » Application » Sales Management.

Then click on "Sales Sequence".

Then simply add the Sequence Name that you need and that makes the most sense. Finally, on the left-hand side, you can sort the Sequences.

How to create and manage Sequence Status

To manage the Sequence Status of a Lead or Contact, you need to click on Contact » Status in the Sales Sequence and change it depending on when the contact is in your sales process.

So that you can see the Sequence of contacts without having to open them, simply click on "Change Columns" and select "Sequence".

Updated on: 15/07/2025