Below you can find how to remove prospects from the assigned Cadence.

1. In the Prospects tab, search and select the prospect(s) that you want to remove from the assigned Cadence.

2. Click on the Action dropdown above the grid and select the option Exit.

NOTE: You can remove prospects individually by clicking the  Exit Cadence icon on the floating toolbar when hovering over the prospect, as shown below:

3. After the Remove Prospect(s) From Cadence window pops up, click Exit to remove the selected prospect(s) from the assigned Cadence.

4. After the prospect(s) have been removed successfully, an alert message will be displayed.

NOTE:

• If you would like to exit all the prospects of a specific group, search the prospects and click the Exit option from the Action dropdown to exit all the prospects across the page.

• If you would like to exit few prospects of a specific group, search the prospects and select the checkbox in the grid header. A confirmation message below will be displayed with prospects count only when the prospects count that meets the criteria/filter applied is greater than the current View Page count (5 or 10 or 25 or 50 or 100).

○  Click the prospects count in blue to exit only the prospects in the current view page, or

○  Click the prospects count in green to exit the entire prospects (that meets the criteria/filter applied) in the tab

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.