Updated 8 months ago
Mark Prospect as 'Finished' in all sequences (Outreach Specific)
This article discusses marking a prospect as finished across all Outreach sequences in Orum.
Manually marking prospects as complete can be time-consuming and disrupt a user's workflow if they have to search for prospects on multiple lists in Outreach. When users connect with a prospect while dialing one-off tasks in Orum, Outreach users have the ability to finish a sequence with one simple click.
Marking a prospect as finished in Orum eliminates the need for users to navigate to Outreach to mark that prospect in one or more active sequences.
Prospect in Outreach in Active Sequence and One-Off Task
After the call, select a disposition, enter any notes, and click ‘LOG CALL’
'MARK AS FINISHED' will mark prospect as completed in all active sequences.