Sequences settings
Last updated: October 21, 2026
Sequences settings are under ⚙ Settings → Outreach → Sequences. This is where you configure how your outreach engine runs — lead approval and hot-lead scoring.
Lead approval
Choose whether new leads are automatically activated or require manual approval before outreach begins. Lead Approval Mode sets the org-wide default:
Autopilot — leads are automatically activated for outreach as soon as they are assigned.
Copilot — new leads land in the Tasks queue and wait for manual approval before any message is sent.
This is the default applied across your workspace. You can then choose whether to keep or override the mode in each sequence. See 📄 Approving or declining a lead (Copilot mode)for how approvals work in the queue.
Hot Lead Detection
Configure how hot leads are detected based on engagement activity.
Setting | What it does |
|---|---|
Open Points | Points awarded when a lead opens an email. |
Click Points | Points awarded when a lead clicks a link. |
Threshold | Minimum points required to mark a lead as hot. |
Time Window (Days) | Number of days to look back for engagement events. |
Example: open points 1, click points 2, threshold 6, time window 7 — over the last 7 days, any lead reaching 6 points is marked hot, with clicks weighted twice as much as opens.