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Edit, delete, and manage sequence rulesets

How to handle rulesets, various tasks that can be performed on them
Written by Upscale
Updated 1 year ago

Rulesets enable you to automate your manual task and further increase lead engagement. You can edit, delete and set the default ruleset for a sequence via the following steps. 

Edit ruleset

  • Go to Settings > Rulesets
  • Hover over the existing ruleset and click on any ruleset 
  • In the screen that appears, change the rule that needs amendment 
  • Click on Save to update the changes 

Delete ruleset

  • Go to Settings > Rulesets
  • Hover on the existing ruleset and click on the Delete icon
  • Click Yes to confirm that you want to delete the ruleset

Note: You can not delete the default ruleset. You will have to change your default ruleset to another ruleset in case you want to delete it.

Set default ruleset

  • Go to Settings > Rulesets 
  • Hover on the existing ruleset and click on 3 vertical dots 
  • Click on Set as default 

Related Articles

  1. Sequence + Ruleset
  2. Create Sequence Rulesets
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