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
Click Manage prospects > Disenroll from workflow.
Choose the needed workflow from the drop-down list.
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.
One of their fields is set or updated (all workflow types): The workflow ends for this prospect, deal, or organization when the field chosen is set or updated from an old value to a new picked value.
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.