How to update lead data?
If you realize that you made a mistake in the lead’s data, you can easily update the lead data in the campaign by following the steps below:
Go to the Campaign - Leads tab
Click on the lead you want to update
Change the details and click Save
You can also edit the lead data from Unibox
How to update lead status in campaign?
You can update the lead's status from the Campaign - Leads Tab using filters.
If you change the lead status to anything other than the default "Lead" status, the sequence for this lead stops. No more emails will be sent to this lead.
If you made a mistake, 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.
How to update lead 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
Change the status
Turn on/off AI lead status change
If you wish to turn off AI automatically tagging the leads, please go to Preferences, to turn off this feature.
Note: Turning this feature off will stop automatically labeling leads to the status you selected.
