Hey there! 👋
Easily manage leads in the LeadIn! This guide covers how to exclude or delete individual and multiple leads in just a few steps. Use the Leads list dashboard to search, filter, and handle leads efficiently, whether it’s excluding or deleting them in bulk. Start optimizing your lead management workflow now! 🚀
Excluding or Deleting an Individual Lead 🧑💼
- Find Your Lead: Head over to the Leads list page. Quickly locate your lead by typing their name or company name into the search bar. 🔍
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Exclude a Lead: Got your lead? Awesome! Just toggle off their activity status to exclude them from the campaign. 🚫
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Delete a Lead: Want to remove a lead completely? Just tick the box next to their name and hit the ‘Delete Lead’ button, located at the bottom right of the page. 🗑️
Managing Multiple Leads at Once 🌐
- Locate Your Leads: Start on the Leads list page. Use the search bar to find the leads you want to manage. 🔍
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Bulk Action: Select all the leads you want to exclude or delete, then choose either ‘Delete Leads’ or ‘Deactivate Leads’ from the options at the top right of the page. 🛠️
Pro Tip: Filtering Leads 📊
Before you start selecting, use filters like status, step, or verified email to make managing large groups of leads even easier. ✔️
We hope this guide helps you take control of your leads like a pro! Enjoy your LeadIn experience and happy lead managing! 🚀💼