Hi :) How can I automatically unenroll a contract from a sequence if they place an order? My sequence is for the customers who get quotes, but sometimes they give an order without my realizing, I don't want to send them automated emails to remind them of their quotes when they have already ordered.
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Thanks Tyler!!
YOU GET A TOOL! AND YOU GET A TOOL!
Hi :) How can I automatically unenroll a contract from a sequence if they place an order? My sequence is for the customers who get quotes, but sometimes they give an order without my realizing, I don't want to send them automated emails to remind them of their quotes when they have already ordered.
Would recommend using a workflow to remove them!