Update lead data and status in a campaign
You can update the lead's data and status directly from the campaign by following the steps below:
Go to the Campaign - Leads tab
Click on the target lead
Click on the Lead status to manually change its status.
In the 'Lead Details' section, scroll down to update the details for the lead
Remember to save the changes
If you change the lead status to anything other than the default "Lead" status, any follow-up emails for this lead will stop automatically.
You can put the status back to "Lead" and this lead will be reintroduced to the sequence and continue from where it got interrupted by the status change.
Update lead data and status in CRM
To update the lead's data and status in the CRM, please follow the steps below:
Go to the CRM
Open a campaign or list in the CRM
You can simply hover your cursor over the lead to get the 'Pencil' icon to edit lead details and status, which does not require an active CRM plan.
However, clicking on the lead will open the opportunities detailed page, which requires an active CRM plan.
Update lead data and status in Unibox?
You can also update the lead's status in Unibox by following the steps below:
Open the reply in Unibox
Select the status under the lead's email to manually change the status
Click the three dots(...) to edit lead details
Automatically tag lead status in replies
You can enable or disable the 'Automatically tag interest status in replies' feature on the Preferences page.
If the AI marks the replies incorrectly, please submit the feedback by clicking on the robot icon in Unibox.
Note: Turning this feature off will stop automatically labeling leads to the status you selected.