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Update Lead Data and Lead Status
Update Lead Data and Lead Status

Change the uploaded leads data and status from the Leads tab

Updated yesterday

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 by following the steps below:

  1. Go to the Campaign - Leads tab

  2. Click on the lead you want to update

  3. Change the details and click Save

  4. You can also edit the lead data from Unibox

How to update lead status?

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.

This button exists in Unibox too, where you can mark the leads that reply by their interest level.

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 Interested, Not Interested, and Out Of Office.

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