By the end of this tutorial, you’ll know how to skip a pending sequence step for a single lead, confirm the change safely, and understand what happens to the lead’s next scheduled activity.
If a live campaign hits a bottleneck, you no longer need to stop the campaign, duplicate it, and manually move leads just to remove one step for one person. You can now skip any non-completed step directly from the lead’s sequence view, making it much easier to keep outreach moving.
Why this matters
This workflow helps you unblock leads without rebuilding your campaign. It’s especially useful when a specific step is no longer relevant, is causing delays, or needs to be ignored for one lead while the rest of the campaign continues normally.
Prerequisites
You should already know how to open a campaign and view a lead’s sequence.
You should already have a campaign created after July 21, since step skipping is only available for new campaigns created after that date.
You should have a lead in a campaign with at least one non-completed step.
Core lesson — step-by-step workflow
Phase 1: Open the lead’s sequence and find the step to skip
Go to the lead’s sequence view.
Open your campaign, then navigate to the lead from the Launch panel or the Outreach queue.This is where you can review that lead’s current sequence progress and act on individual steps.
Find the pending step you want to skip and click the skip button.
On any step that has not been completed yet, click the Skip step for lead button.This lets you bypass that specific step for that specific lead, without changing the sequence for everyone else.
Phase 2: Confirm the skip
Review the confirmation modal, then click Skip this step.
The modal shows which lead is affected and which step will be skipped.This confirmation matters because the action can’t be undone. Once confirmed, the lead will move forward in the sequence after the appropriate delay.
Phase 3: Verify the result
Check that the step now shows as skipped.
After confirmation, the skipped step appears greyed out and labeled Skipped.If you hover over it, you’ll see who skipped the step and when. This gives your team clear visibility into manual sequence changes.
What happens after you skip a step
The skipped step is marked as Skipped in the lead’s sequence.
The next step is scheduled based on the lead’s last actual activity.
Skipped steps no longer appear in the outreach queue or in next activities.
If the skipped step was a pending manual task, it is marked as skipped or ignored.
Practical application
Here’s a common use case: a lead is queued for a manual or email step that no longer makes sense, but the rest of the sequence is still relevant. Instead of cloning the campaign or removing the lead entirely, you can skip that one step and let the lead continue to the next touchpoint automatically.
Example: If a lead has already been contacted outside the campaign, you may want to skip the next planned email and move them to the following wait step or follow-up action. This keeps your outreach organized and avoids duplicate or awkward communication.
Troubleshooting & pitfalls
Issue: I can’t see the Skip button
Root cause: The step may already be completed, or the campaign was created before July 21.
Fix:
Check whether the step is still pending.
Confirm the campaign is a new one created after July 21.
Open the lead from the Launch panel or Outreach queue and try again.
Issue: The skipped step still seems to be part of the workflow
Root cause: You may be viewing sequence history rather than upcoming actions.
Fix:
Look for the step label Skipped in gray.
Hover over the step to verify who skipped it and when.
Check that it no longer appears in Outreach queue or Next activities.
Issue: The next step timing looks different than expected
Root cause: The next step is scheduled from the lead’s last actual activity, not from the skipped step.
Fix:
Review the lead’s recent activity history.
Check the configured delay before the next step.
Use that last real activity as the reference point for timing.
Issue: A manual task disappeared from the queue
Root cause: The task was skipped and therefore marked as skipped or ignored.
Fix:
Open the lead’s sequence to confirm the task status.
Look for the skipped label on that step.
If needed, create a new manual follow-up outside that skipped task.
Best practices
Use skipping for lead-specific exceptions, not as a replacement for editing your overall sequence strategy.
Double-check the step before confirming, since skipping can’t be undone.
Hover over skipped steps when collaborating with teammates so you can understand why a change was made.