Choose Action When A Prospect Books A Meeting

Automate what happens with a prospect books a meeting.
Written by Upscale
Updated 8 months ago

Sequence setting is essential when you want to automate activities. Depending on the goal of the Sequence, you can determine the next best action based on the prospect's behavior. 

How to Automate the Action When a Prospect Books Meeting?

You can automate manual, time-consuming, and repetitive sales tasks on Upscale. Here's how you can take automated taking action when a prospect books a meeting: 

  • Go to Sequence> Settings 
  • Scroll to the Meetings Booked section
  • Select between Finish Sequence, Pause Sequence, or Continue Sequence
  • Save to update the sequence setting

Related Articles

  1. Create a new Sequence from scratch
  2. Choose the Interval type for your Sequence
  3. Choose action when a prospect replies

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