Un-enroll Contact From a Workflow

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:

  1. Ensure Contact is Enrolled: The contact must be enrolled in a workflow before you can un-enroll them.

  2. Navigate to Contacts: In the SalesAi dashboard, go to the Contacts section.

  3. Select Contact: Find the contact you want to un-enroll.

  4. Un-enroll from Workflow:

    • Click the three dots next to the contact.

    • Select Un-enroll From Workflow.

  5. Select Workflow: Search for the desired workflow and check the box next to it.

  6. Confirm Un-enrollment: Click Confirm Un-enrollment to proceed.

  7. 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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