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
- 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.
- 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.
- 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.
- 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: