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 the lead or hover over the lead to get the 'Pencil' icon
In the 'Lead Details' section, scroll down to update the details and status for the lead
Remember to save the changes
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
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.
Automatically tag lead status in replies
You can enable or disable the 'Automatically tag interest status in replies' feature on the Preferences page. Turning this feature off will stop automatically labeling leads to the status you selected.
Update Existing Lead Labels with AI: By default, AI will not replace an existing lead label to protect labels applied manually or previously by AI from an earlier reply. Enable 'Update existing lead labels with AI' if you want AI to automatically update or replace a lead's current label when AI detects a better reply label.
If a reply is misclassified, click the thumbs up or thumbs down icon to submit feedback. This helps improve future accuracy.
