Remove prospects from workflow

How do I remove prospects from a workflow?
Written by Upscale Team
Updated 2 years ago

Here's how you delete a particular prospect:

  • Go to the Workflow.
  • Go to the Prospects section.
  • Click on the ellipsis on the right hand corner of the prospect you want to delete.

  • Select the Remove from Workflow option from the dropdown.

    To delete more than 1 prospect

    • Tick on the checkboxes of the prospects you want to delete.
    • Click on the ellipsis that appears in the section above all prospects.
    • Select Remove from Workflow option. 

    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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