Table of Contents
Summary: How to Exit Leads from Active Automations in White Hat CRM #
The video provides a practical guide on managing lead workflows in White Hat CRM, focusing specifically on how to exit a contact from an active automation or workflow.
Key Context:
- Automations in CRM often aim to guide leads towards booking consultation or phone calls.
- These workflows typically include a feature called “stop on response,” which should automatically remove a lead from the automation once they respond.
- However, this automatic exit does not always work flawlessly, leading to situations where leads continue receiving follow-up messages even after they’ve engaged, scheduled, or already spoken with you.
Steps to Manually Exit a Lead #
- On Desktop:
- Locate the contact record in the CRM.
- Scroll to the automation section within that record.
- Identify the active automation workflow that the lead should no longer be in (e.g., follow-up sequences after contact form completion).
- Click the “X” button next to the active automation to manually exit the lead from that workflow.
- This prevents the lead from receiving irrelevant or potentially confusing messages after an interaction is complete.
- On Mobile App:
- Open the lead connector app and find the contact’s record.
- Navigate through dropdown fields to the section titled “Actions.”
- In Actions, review any active automations.
- Exit the lead from any active workflows as needed, directly from the app.
Benefits #
- Manually exiting leads improves communication flow, ensuring leads do not receive redundant or awkward follow-up messages.
- It helps maintain professionalism by avoiding confusion and enhances user experience with the CRM automations.
- This manual check serves as an effective contingency when automation fails to remove leads automatically.
This summary encapsulates both the problem addressed and step-by-step solutions presented, useful for CRM users seeking better control over lead management automation.
