Mark Prospects Finished When a Meeting is Booked

Purpose:

The purpose of this article is to provide direction to Outreach Users in removing Prospects from Sequences after a meeting has been booked. 

Intended Audience:

• Outreach Users

Notes:

• This setting only applies to primary prospects if using multi-recipient mailings. Any secondary prospects will not be removed from sequences. 

Remove Prospects from Sequence when Meetings are Booked 

1. Access the Outreach Platform.
2. Click the User's initials in the bottom left corner of the navigation sidebar.
3. Click Rulesets in the System Config section of the Settings panel. 
4. Click the applicable Ruleset.
5. Select the applicable option from the When a meeting is booked with a prospect: dropdown menu under the Actions Outside of Sequences as outlined in the table below. 

   Option	Description
   Mark as finished	If a Prospect books a meeting with you, they will be marked as finished. After an invite is sent, mark as finished will automatically occur.
   Do Nothing	If a Prospect books a meeting with you, they will continue to receive sequence emails and tasks as applicable.
6. Click Save.
   
   
   

Additional Resources: 

How To Manually Update Prospect Sequence Actions