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How to Filter Leads by Workflow Campaign in the CRM

Quickly find and manage leads assigned to a specific drip campaign in your CRM

If you want to see which leads are currently subscribed to a specific workflow, you can use Advanced Filters in your Lead Manager. This allows you to quickly pull a list of leads who are actively receiving messages from that workflow so you can review, manage, or adjust your follow-up.

Need to Know

  • Advanced Filters are used to sort and organize your leads in Lead Manager

  • Workflows are automated follow up sequences that leads can be subscribed to

  • You can filter leads to see who is currently subscribed to a specific workflow

  • You can take bulk actions on filtered leads, like unsubscribing them from a workflow

Table of Contents

How to View Leads Subscribed to a Workflow

Follow these steps to view leads who are currently subscribed to a specific workflow:

  1. Open the Leads List page in your CRM (leads.realgeeks.com/leads)

  2. Click Add New

    crm-filter-add-new

  3. In the first dropdown, select Drip Campaign

    crm-drip-campaign-filter

  4. In the third dropdown, choose the specific campaign you want to view

  5. Click Apply Filter

Once applied, your list will update to show only the leads who are subscribed to that workflow.

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Manage Leads in a Workflow

After filtering your leads, you can take action on them in bulk.

For example, if you need to remove leads from a workflow:

  1. Select the leads from your filtered list

  2. Use the bulk actions menu

  3. Toggle the unsubscribe option for the workflow

This is helpful when cleaning up campaigns or adjusting your follow-up strategy.

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Frequently Asked Questions

  • What is a workflow?
    A workflow is an automated series of emails or texts that are sent to leads over time to help you stay in touc

  • Can I save my filters?
    Yes, Advanced Filters can be saved so you can quickly reuse them later.

  • Why should I filter leads by campaign?
    It helps you understand who is receiving specific messaging and allows you to manage or adjust your follow-up.

  • Can I remove multiple leads from a campaign at once?
    Yes, with your leads filtered by workflow you can use bulk actions to unsubscribe multiple leads at the same time.

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