Articles on: Prospects and Accounts

Pause a prospect

Pause a prospect to stop them in all sequences for a short period, and resume from the same point in the sequence later.

Sometimes your prospect may be unavailable for a short period, such as a vacation. You can pause a prospect so that they don't advance in any sequences, and won't receive calls or emails from you until you resume them.

You can pause prospects from:

Their prospect profile screen.

The sequence Prospects screen.

Tip: If you need to pause several prospects at once, you can use the prospect bulk actions.

Pause prospects in the prospect profile screen.

In the Prospects screen, double-click the name of the prospect you want to pause.

Click the options button in the detail panel.

Click Pause.

Pause prospects from the sequence Prospects screen

In the Sequences screen, click the sequence you want to pause prospects for.

Click Prospects.

Select the check box next to the prospects you want to pause.

Click the options button.

Click Pause.

Updated on: 24/06/2024

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