Outreach's Sequence Rulesets offer the option to mark prospects as finished in a sequence when a meeting is booked.
Note: 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
- 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 as 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 as Finished".