To change the status of prospects in a workflow you can follow these simple steps:
- Go to the Workflow.
- Go to the Prospects section.
- Click on the ellipsis on the right hand corner of the prospect you want to mark as replied or finished.
- Select Mark as Finished in case no reply was received or select Mark as Replied option from the dropdown if reply was received.
In case you receive a reply from a marked as finished prospect later, you can click on the ellipsis on the right and select Mark as replied option to update status.
To mark more than 1 prospect as replied or finished
- Tick on the checkboxes of the prospects you want to mark.
- Click on the ellipsis that appears in the section above all prospects.
- Select Finished (No reply) or Finished (Replied) option.
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