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:


Watch and Learn

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