You can cancel or switch a follow-up sequence on any lead at any time — the system will stop sending emails from the current sequence immediately.

How to cancel a sequence:
Open the lead in Quick View or the full detail page. Go to the Follow-up Sequence section. Click Cancel Sequence or select None from the dropdown and save. No more emails will be sent.

How to switch to a different sequence:
In the same section, select a different sequence from the dropdown and click Assign. The new sequence starts from Day 1 from today — the old one stops completely.

Tips:

• Cancel a sequence if a lead asks to stop receiving emails or converts to a client.
• Switch sequences if a lead moves from "new" to "warm" and you want to change the messaging.
• Cancelling a sequence does not delete the lead or any of its notes.