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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 11 months 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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