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
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