Excluding and deleting leads from a campaign ⛔

Hey there! 👋

Welcome to your easy-peasy guide on how to skillfully manage your leads. Whether you need to exclude or delete them, individually or in bulk, we've got you covered! 🚀

Excluding or Deleting an Individual Lead 🧑‍💼

1. Find Your Lead: Head over to the Leads list page. You can quickly locate your lead by typing their name or company name in the search bar. 🔍
2. Exclude a Lead: Found them? Great! Simply toggle off their activity status (as shown in the handy gif below) to exclude them from the campaign. 🚫
   
   
   
   
3. Delete a Lead: Want to completely remove a lead? Just tick the box next to their name and hit the 'delete' button, conveniently located at the bottom right of the page. 🗑️

Managing Multiple Leads at Once 🌐

1. Locate Your Leads: Again, start on the Leads list page. Use the search bar to find each lead you want to manage. 🔍
2. Bulk Action: Select all the leads you wish to exclude or delete. Then choose either 'delete leads' or 'turn off leads' options, found at the bottom right of the page. 🛠️

Pro Tip: Filtering Leads 📊

• Efficient Selection: Before selecting leads, you can filter them by status, step, verified email, and more. This makes it easier to manage them in groups. ✔️

We hope you find this guide super helpful in navigating your Simply-B2B experience. Enjoy managing your leads like a pro! 🚀💼