Hey there, Skyleaders! 👋
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 🧑💼
- 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. 🔍
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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. 🚫
- 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 🌐
- Locate Your Leads: Again, start on the Leads list page. Use the search bar to find each lead you want to manage. 🔍
- 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 Skylead experience. Enjoy managing your leads like a pro! 🚀💼
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