Workflow contains a series of tasks bound to be performed on all the prospects. If you don't want to execute few tasks of workflow for a prospect, then you can skip those task or move the prospect to a subsequent step directly.
To move a prospect to subsequent steps -
- Go to the Workflow section.
- Select the workflow for which you want to skip task.
- Go to the Prospects tab.
- Search for your prospect and click on the ellipsis at the extreme right of that prospect.
- Select the Move to Step option.
- From the dropdown select the step you want to move the prospect to and set execution date and time.
- Click on Save.
You are all set now!
Alternatively, if you want to move multiple prospects to another step in a workflow, you can select the prospects from the list and move the prospects to another step by clicking on Ellipsis > Move to Step.
To skip task for a prospect -
- Go to Task section.
- Search for the task you want to skip and click on the task .
- Click on Skip CTA in the screen that appears.
Subsequent workflow step will be created for prospect automatically.
