Overview
There may be times when you need to manually remove a contact from a sequence. For example, if you enroll multiple contacts from the same company in a sequence and one of those contacts responds and you close the deal, you may want to remove the other contacts from the sequence.
Not ready to remove a contact from a sequence just yet? Fear not! You can manually pause a contact in a sequence at any time and make a decision to remove them at a later date. Please read the "Pause a Contact in a Sequence" article for further information.
Refer to the section below for the steps to remove or mark a contact as finished in a sequence.
Manually Remove a Contact from a Sequence
Launch Apollo, click Engage, and then click Sequences.
Click the sequence from which you want to remove a contact.
Click Contacts and then click the checkbox(es) next to the contact(s) that you want to remove from the sequence.
Click the Remove From Sequence icon.
Apollo displays a Remove Sequence modal. If you are sure that you want to remove a contact from the sequence, click — Remove.
You have now removed a contact from a sequence.
Please note, when you remove a contact from a sequence, you agree to bypass the safety checks that prevent you from deploying the contact to more than one sequence at a time. Apollo recommends you use your power with caution! If a contact replies to an email or unsubscribes, Apollo recommends you mark them as finished instead. Refer to the section below for further instructions.
Please note, when you remove a contact from a sequence, Apollo deletes all record that the contact ever belonged to the sequence. This means that you bypass Apollo's safety precautions that notify you if you are about to deploy the contact to the same or to another sequence. Apollo recommends you use your power with caution! If a contact replies to an email or unsubscribes, Apollo recommends you mark them as finished instead. Refer to the section below for further instructions.
Manually Mark a Contact as Finished in a Sequence
By default, sequences end when a contact replies to an email. However, there are certain situations when you may want to manually mark a contact as finished. For example, if you changed the default trigger settings for sequences and a contact wishes to unsubscribe or if a contact changes jobs.
For more information about how to change the default trigger settings for a sequence, please refer to the "Prevent Replies From Ending a Sequence" article.
To manually mark a contact as finished in a sequence, launch Apollo, click Engage, and then click Sequences.
Click the sequence from which you want to mark a contact as finished.
Click Contacts and then click the checkbox(es) next to the contact(s) that you want to mark as finished in the sequence.
Click the Mark Sequence As Finished icon.
Apollo displays a Finish Sequence modal. Click the Why Mark as Finished? drop-down to select the reason.
Then, click Mark Finished.
You have now marked a contact as finished in a sequence.