Outreach gives you the power to apply customized rulesets to all your sequence settings. This alleviates the problem of manually making adjustments to prospects as they go through the sales cycle.
Rulesets are nested under Sequences and comes with a default option. To customize your rulesets, you can do the following:
- Click on your initials on the bottom left hand side of the page.
- On the settings panel, select "rulesets", found under the system configuration option.
- Select the default ruleset to make updates, or create a new ruleset by clicking "Add" on the upper right hand corner.
- Here you can update the safety settings, adjust the unsubscribe link option, specify stage updates, enable the OOTO option, and remove prospects on reply or when a meeting is booked.
Note: If you are not able to create or adjust rulesets, you may not have permission. Please reach out to your Outreach admin or contact firstname.lastname@example.org
While there are many configurations here's an example of applying ruleset for Outbound sequence: