How do I remove prospects from sequences when meetings are booked?
Our sequence rulesets have been updated to include the option to mark prospects as finished when a meeting is booked.
1. Click on the initials on the bottom left hand corner of the page to pop out the settings menu. Select "Rulesets".
2. Click into the ruleset you'd like to adjust and find the section labeled "Actions Outside of Sequences".
There will be two options:
- Do Nothing - If a prospect books a meeting with you, they will continue to receive sequence emails and/or tasks.
- Mark Finished - If a prospect books a meeting with you, they will be marked as finished and removed from the sequence.
Outreach defaults this option to "Mark Finished".