Mark Prospects Finished When a Meeting is Booked

Objective

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

Applies To

• Outreach Users

Before you begin

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

Procedure

1. Access the Outreach Platform.
2. Click Administration.
3. Click Workflow Automations > Rulesets
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 Information

How To Manually Update Prospect Sequence Actions