(x)Pause a prospect in workflow

How do I pause or resume prospects in a workflow?
Written by Upscale Team
Updated 3 years ago

While working on a workflow with multiple prospects there might come a time when you want to pause or resume some particular prospects. Here's how you can do it:

  • Go to the Workflow.
  • Go to the Prospects section.
  • Click on the ellipsis on the right hand corner of the prospect you want to pause.
  • Now, simply select the Pause option from the dropdown.

To resume the prospect in the workflow, click on the paused prospect's ellipsis and select Resume CTA.

To pause more than 1 prospect

  • Tick on the checkboxes of the prospects you want to pause.
  • Click on the ellipsis that appears in the section above all prospects.
  • Select Pause option. 

It is this simple to manage your prospects using Upscale!

Related Articles 

 1. Mark Prospect as Replied or Finished

 2. Jump steps of workflow for a prospect

 3. Workflow status of prospect

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