Excluding and Deleting Leads from a Campaign

Hey there! 👋

Easily manage leads in the Sales Engagement Tool! This guide covers how to exclude or delete individual and multiple leads in just a few steps. Use the Leads list dashboard to search, filter, and handle leads efficiently, whether it’s excluding or deleting them in bulk. Start optimizing your lead management workflow now! 🚀

Excluding or Deleting an Individual Lead 🧑‍💼

• Find Your Lead: Head over to the Leads list page. Quickly locate your lead by typing their name or company name into the search bar. 🔍
• Exclude a Lead: Got your lead? Awesome! Just toggle off their activity status to exclude them from the campaign. 🚫
  
  

• Delete a Lead: Want to remove a lead completely? Just tick the box next to their name and hit the ‘Delete Lead’ button, located at the bottom right of the page. 🗑️
  
  

Managing Multiple Leads at Once 🌐

• Locate Your Leads: Start on the Leads list page. Use the search bar to find the leads you want to manage. 🔍
• Bulk Action: Select all the leads you want to exclude or delete, then choose either ‘Delete Leads’ or ‘Deactivate Leads’ from the options at the top right of the page. 🛠️
  
  

Pro Tip: Filtering Leads 📊

Before you start selecting, use filters like status, step, or verified email to make managing large groups of leads even easier. ✔️

We hope this guide helps you take control of your leads like a pro! Enjoy your Sales Engagement Tool experience and happy lead managing! 🚀💼