How to filter or remove leads from a campaign?

To filter the leads within an agent, first open the desired agent and navigate to the Leads page.

There, you can use the available filters to view leads based on the campaign step they are currently in, making it easier to track their progress and identify which stage each lead has reached.

If you want to stop certain leads from being contacted by a campaign, you have a few options.

Go to Agents, open the Leads tab, find the contact, and click Reject. This removes the lead from your campaign and from queue.
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Go to Contacts. You can filter by agent to find the lead faster. You have option to Reject the user.
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Campaigns also support a Review mode, where you approve or reject every lead before they enter the campaign. To use it, go to Copilot > Review.
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You can find more details on Review mode in our Glossary & Key Terms article.
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If you have questions about managing leads or campaigns, reach out to our support team and we will be happy to help.