This guide provides step-by-step instructions for un-enrolling a contact from a workflow within the SalesAi platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Ensure Contact is Enrolled: The contact must be enrolled in a workflow before you can un-enroll them.
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Navigate to Contacts: In the SalesAi dashboard, go to the Contacts section.
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Select Contact: Find the contact you want to un-enroll.
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Un-enroll from Workflow:
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Click the three dots next to the contact.
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Select Un-enroll From Workflow.
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Select Workflow: Search for the desired workflow and check the box next to it.
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Confirm Un-enrollment: Click Confirm Un-enrollment to proceed.
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Successful Un-enrollment: A banner will appear confirming that the contact has been un-enrolled.
Additionally, you can un-enroll the same contact from multiple workflows by selecting additional workflows during the process.
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