By default, prospects, organizations, and deals exit a workflow when they went through all available steps. You can also remove them manually or set the exit rules to automatically disenroll them from a workflow.

Manually remove prospects, organizations, or deals from workflow

Disenroll one prospect, organization, or deal

Open the prospect's, organization's, or deal's page and click the Disenroll button.

Disenroll prospects, organizations, or deals in bulk

  1. Navigate to the Prospects (Organizations, Deals) page and select the needed prospects.

  2. Click Manage prospects > Disenroll from workflow.

  3. Choose the needed workflow from the drop-down list.

  4. Click Disenroll.

Automatically remove prospects, organizations, or deal from workflow

Prospects, organizations, or deals will be automatically removed from the workflow when they match any of the exit rules.

To set the exit triggers, open the workflow's settings tab and choose the needed ones from the drop-down under the Exit strategy.

Depending on the workflow type (prospect-based, organization-based, deal-based), different exit triggers are available.

  • Click a link in an email (prospect-based workflows)
    The workflow ends for this prospect when they click on any link included in any email in the workflow.

  • Reply to an email (prospect-based workflows)
    The workflow ends for this prospect when they reply to any of the emails in any workflow.

  • Visited a page (prospect-based workflows)
    The workflow ends for this prospect when your prospect visits a certain page of your website. You can track the page visits with a tracking pixel by using the code located in the Tracking settings.

  • Can't get any emails (hard bounce) (prospect-based workflows)
    If the prospect's email hard bounces, the workflow will end for them. You can then choose to re-add the prospect after modifying their email address.

  • Don't match enrollment conditions anymore (all workflow types)
    This applies when you have automatic enrollment enabled. If a prospect, organization, or deal that is currently in the workflow doesn't match the entry rules anymore, they will be removed from the workflow.

  • Deal won (deal-based workflows)
    When a deal is won, it automatically exits this workflow.

  • Deal lost (deal-based workflows)
    When a deal is lost, it automatically exits this workflow.

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