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How to Pause/Resume a Prospect in a Sequence

This video explains how to pause or resume an individual prospect in a sequence from the People tab. It is intended to help team members quickly manage prospect status without disrupting other records.

Written by Sharon Drelevich

How to Pause a Prospect in a Sequence

1. Open the People tab

  • Navigate to the People tab in the platform.

  • Review the list of prospects displayed on the page.

  • Locate the prospect you want to manage.

2. Pause a prospect

  • Click into the specific prospect’s profile.

  • Find the pause icon at the top of the profile.

  • Click the pause icon to stop the prospect’s sequence activity.

  • Confirm the prospect is paused before leaving the profile.

3. Resume a paused prospect

  • Return to the paused prospect’s profile.

  • Click the Resume option.

  • Verify the system confirms the prospect has been resumed.

  • Continue monitoring the prospect if needed to ensure sequence activity restarts properly.


Cautionary Notes

  • Only pause or resume the intended prospect to avoid affecting the wrong record.

  • Confirm the prospect’s current status before taking action.

  • If the resume action does not appear to work, refresh the page and verify the status again.

    🛑 Note: If a prospect replies, they will be automatically paused and won’t receive further steps.


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