Moving leads between campaigns, lists, and subsequences lets you re-target contacts with fresh copy, organize your database, and create follow-up sequences.
Method 1: Move from Campaign
Before moving leads to campaign: Verify you have sufficient uploaded contact limits in your workspace.
Step-by-Step Process:
Open the target campaign
Go to the "Leads" tab
Filter leads (optional):
Lead status: Contacted, Interested, Meeting Booked, Completed, etc.
Lead owner: Filter by lead owner
Lead ESP: Filter by email provider (Gmail, Outlook, etc.)
Lead ESG: Filter leads by SEGs(Secure Email Gateways)
Conditions: Advanced filtering based on campaign activity
Click checkbox to select leads
Click "Move" button in top-right corner
Choose destination:
Select target campaign, subsequence, or list from dropdown
Or search by name
Configure move settings:
Copy Leads:
Unchecked (default): Leads are moved (removed from source campaign)
Checked: Leads are copied (kept in both places)
Reset lead interest status(only when moving to campaign):
Checked (default): Interest status resets
Unchecked: Interest status preserved (Interested, Won, Lost, etc.). Campaign progression statuses like 'Completed' or 'Reply received' won't be preserved
Example: if a lead has 'Completed' and 'Interested' status, when moved to another campaign, the 'Interested' status will be preserved, but 'Completed' changes to 'Contacted'. This means completed leads become sendable again in the new campaign.
Method 2: Move from CRM Lists
Moving to lists requires Hyper Growth or Light Speed plan
Only leads with work email addresses can be moved to campaigns
Verify you have sufficient uploaded contact limits in your workspace when moving leads to campaign
Step-by-step process:
Go to CRM → Lists
Open target list
Click checkboxes to select leads
Click "Row actions" in top-right
Select "Move to campaign" or "Move to list"
Configure move settings:
Copy Leads:
Unchecked (default): Leads are moved (removed from source campaign)
Checked: Leads are copied (kept in both places)
Reset lead interest status(only when moving to campaign):
Checked (default): Interest status resets
Unchecked: Interest status preserved (Interested, Won, Lost, etc.). Campaign progression statuses like 'Completed' or 'Reply received' won't be preserved
Example: if a lead has 'Completed' and 'Interested' status, when moved to another campaign, the 'Interested' status will be preserved, but 'Completed' changes to 'Contacted'. This means completed leads become sendable again in the new campaign.
Check for duplicates across all campaigns(only when moving to campaign):
Checked: Prevents moving leads that exist in other campaigns
Unchecked: Allows duplicates across campaigns
Enable Evergreen (only when moving to campaign):
Automatically move new leads added to list on a recurring schedule(daily, weekly, or monthly)
Method 3: Move from Campaign via CRM
Go to CRM → Campaigns
Open target campaign
Click checkboxes to select leads
Click "Row actions" in top-right
Select "Move to subsequence", "Move to campaign", or "Move to list"
Configure move settings:
Copy Leads:
Unchecked (default): Leads are moved (removed from source campaign)
Checked: Leads are copied (kept in both places)
Reset lead interest status(only when moving to campaign):
Checked (default): Interest status resets
Unchecked: Interest status preserved (Interested, Won, Lost, etc.). Campaign progression statuses like 'Completed' or 'Reply received' won't be preserved
Example: if a lead has 'Completed' and 'Interested' status, when moved to another campaign, the 'Interested' status will be preserved, but 'Completed' changes to 'Contacted'. This means completed leads become sendable again in the new campaign.
Method 4: Move from Unibox
You can also move leads to a subsequence or another campaign directly in Unibox.
Go to Unibox
Open the email conversation
Click "Move" button in top-right corner
Choose destination:
Select target campaign or subsequence
Cannot move to lists from Unibox
Frequently Asked Questions
Can I move leads to multiple campaigns at once?
Can I move leads to multiple campaigns at once?
No, you can only move to one destination at a time. To move to multiple campaigns, please repeat the process for each destination.
What happens to campaign analytics when I move leads?
What happens to campaign analytics when I move leads?
Original campaign keeps its historical analytics. The new campaign starts fresh tracking for moved leads. Analytics don't transfer between campaigns.
Can I undo a move?
Can I undo a move?
No. If you moved leads instead of copying them, you will need to manually move them back. If you copied leads, they will be retained in both the original and destination locations.
Can I move leads to campaigns in different workspaces?
Can I move leads to campaigns in different workspaces?
No. To move leads to another workspace, please manually export them and import to the new workspace.