You have added contacts to your campaign and wish to remove them? You want to disengage a prospect from your campaign? This tutorial is for you!

How to remove / disengage a lead from a campaign

Option 1: From your campaign

Step 1: Go to the campaign you wish to edit

Step 2: Go to the "Target" section

There are two possibilities:

Case 1: You wish to delete contacts that have never been contacted (available contacts)

To do this, go to the sub-section: "Available".

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Select the contacts you wish to delete, then click on the button at the top right of the list "delete contacts from the campaign".

And that's it!

Case 2: You want to delete contacts that have never been contacted (available contacts)

To do this, go to the sub-section: "Active".

Select the contacts you wish to delete, then click on the button at the top right of the list "delete contacts from the campaign".

And that's it!

Possibility 2: From the opportunities

Step 1 : Go to the "Opportunities" section of the tool

Step 2: Search for the company name through the Opportunities search bar

Step 3: Go to the opportunity (listed with the company name) related to the contact in question

Step 4: Go to the contact section (bottom left of the page)



Step 5: Click on the "three dots" to the right of the contact name

Step 5: Exit the contact from this campaign or delete it permanently

Updated on: 02 / 09 / 2021