Before you start
- You need a campaign with imported leads.
- Moving leads and resetting them to Fresh need an admin role; excluding and bulk state changes need admin or supervisor.
Steps
1
Open the campaign's leads
Open the campaign, then select View leads.
2
Search or filter
Search by phone number, or filter by state — Fresh,
Attempted, Contacted, or Closed.
3
Adjust a single lead
Select a lead to change its state, Exclude it from dialing (or reactivate an excluded
one), or Move it to a different campaign or lead list.
4
Or act on many at once
Select multiple leads and use a bulk action — bulk exclude, or bulk-set a state such as
Closed.
Verify
The leads you changed show their new state or excluded status immediately in the list.
Common problems
- You can’t set a lead’s state back to Fresh from here. Editing a state directly doesn’t allow Fresh — use Recycle and reset leads instead, which handles DNC suppression correctly.
- An excluded lead is still showing as active elsewhere. Excluding a lead stops it from being dialed; it doesn’t delete it or change its state.