Moving leads between campaigns, lists, and subsequences lets you re-target contacts with fresh copy, organize your database, and create follow-up sequences.
Move from Campaign
Before moving leads to a campaign: Verify you have sufficient uploaded contact limits in your workspace.
Open the target campaign
Go to the "Leads" tab
Filter leads (optional): Data Fields, Lead status, Lead owner, Lead ESP, Lead ESG, or Advanced filters(Email Opened/Link clicked/Reply received)
Click the checkbox to select leads
Click "Row actions" to access the move option
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 and opportunities:
Checked (default): Interest status resets, opportunities migrate to the destination
Unchecked: Interest status and opportunities 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.
Move from the Leads tab
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 a campaign
Step-by-step process:
Go to the Leads tab
Campaigns: Select the target campaign to move leads
List: Select the target list to move leads
Once you select a campaign or a list, click the checkboxes to select leads
Click "Row actions" -> "Move to campaign" or "Move to list" in the dropdown to move leads
Or click "Move to campaign" in the top-right to move leads to a campaign
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 and opportunities:
Checked (default): Interest status resets, opportunities migrate to the destination
Unchecked: Interest status and opportunities 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 available in the CRM list):
Checked: Prevents moving leads that exist in other campaigns
Unchecked: Allows duplicates across campaigns
Move from CRM
Go to CRM -> Leads section
Click the Filters button
Campaigns: Select the target campaign
List: Select the target list
Open target list or campaign
Click the checkbox to select leads in the target list or campaign
Click "Rows actions" in the top-right
Select "Move to campaign" or "Move to list"
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 three dots in top-right corner
Select "To subsequence" or "To another campaign"
Not possible to move leads to a list 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.