How to Bulk Remove Leads from Campaigns

Tom May Asked:

“How do I bulk remove leads from a campaign?”

The Answer

You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead one at a time. Here’s how you can do it:

Step-by-Step Guide

1. Create a Tag:
   • Navigate to the Settings tab in Agent CRM.
   • Create a new tag and name it something like “Remove” to identify leads you want to remove from a campaign.
2. Set Up a Trigger:
   • Go to Automation > Triggers and create a new trigger.
   • Trigger Condition: Set the trigger to activate when the “Remove” tag is added to a lead.
   • Action: Define the action as “Remove from Campaign” and specify the campaign from which you want to remove leads.
3. Tag the Leads You Want to Remove:
   • Go to the Contacts section and select the leads you want to remove.
   • Apply the “Remove” tag to those contacts.
4. Trigger Activation:
   • The trigger will automatically remove the tagged leads from the specified campaign.

Why This Works

• Automation Saves Time: The trigger eliminates the need to manually remove leads, streamlining your workflow.
• Improved Accuracy: Ensures no leads are missed when managing campaigns.
• Scalable Solution: Works seamlessly for small or large lead lists.

Additional Resources

For more tips on managing campaigns and automating tasks in Agent CRM, check out:

• Blog Post: Importing Leads with Agent CRM: Step-by-Step Guide
• Blog Post: Managing Lead Notifications

Watch and Learn

Also, check out our YouTube channel for more resources to help you thrive, like this video:

• Video: Insurance Pipelines – Track & Automate Stages