Revenue Engage Sequence Stages

Every prospect who is enrolled into a sequence, falls onto a certain stage associated with his/her lifecycle progress within the sequence. Once added to a sequence, initially a prospect is on “Not started” stage. Some sequence stage updates are automatic, others are initiated by RE users based on prospects’ replies.


Stages of sequences

Not started - a prospect has been added to a sequence, but the sequence is not active or no step has been scheduled by the system yet.

Started - the first step of a sequence has been planned and scheduled by the system, but hasn’t been executed yet.

Approaching - at least one step has been executed already, expecting more steps to execute.

Success - when on this stage, a prospect will not be reached out by sequence steps anymore. It means that negotiation with the prospect is taking place outside of Revenue Engage. A prospect gets to this stage when a RE user marks his/her Person Status so by choosing “Finished: Success” manually through Engagement planner’s Replies tab, or on the Sequences’ Recipients tab or via Sequence widget.

Not interested - a prospect gets to this stage when a RE user marks his/her Person Status so by choosing “Finished: Not interested” manually through Engagement planner’s Replies tab, or on the Sequences’ Recipients tab or via Sequence widget.

Opted out - when a prospect is on this stage, it means either he/she has unsubscribed through the unsubscribe link or RE user marked his/her Person Status so on Engagement planner’s Replies tab, or on the Sequences’ Recipients tab, or on the profile page, or via Sequence widget.

Bounced - this stage is auto-assigns when Undelivered Mail Returned to sender type of an email is received in response to your email type of a step. Or else you can assign a prospect to Bounced Person Status via Sequence widget and in its turn this stage will be assigned automatically.

Unresponsive - this stage is auto-assigned when there has been no response from a prospect to an email type of a step for 1 week.


Corresponding Person Status

This table represents corresponding Person Status per each Sequence Stage available in Revenue Engage.

Revenue Engage
Sequence Stage Person Status
Not started Not contacted
Started Just added
Bounced Bounced
Approaching In progress
Opted out Unsubscribed
Not interested Not interested
Success Success
Unresponsive Unresponsive