Our sequence rulesets have been updated to include the option to mark prospects as finished when a meeting is booked.
Remove Prospects from Sequences when Meetings are Booked
- Click on the initials on the bottom left hand corner of the page to pop out the settings menu. Select "Rulesets".
- 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".