Removing a Lead From a List

Modified on: 2014-11-05 09:37:25 -0600


Removing a lead from a list in SharpSpring only takes a few seconds. The following video will show you how to remove a lead from a list in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.




Step-by-Step Guide on how to Remove a Lead From a List

Step 1: Select "Automaton" in the top navigation bar.

Step 2: Select "Lists" from the drop down menu.

Step 3: Select the list with the corresponding lead.

Step 4: On the next page, click on the gray "Options" button located near the top of the page (has a gear symbol on it). 

Step 5: Select "Remove Members" in the drop down menu.

Step 6: Type in the name of the lead that you want to remove.

Step 7: Click on the gray "Close" button. You won't be able to put the lead back into the same list once you remove it. Now you have successfully removed a lead from a list!

Excluding a Lead from a List

The above procedure will work if you want to permanently remove a lead for a list. However, if there is a chance that you might want to add the lead back to the list you can simply exclude the lead from the list and add the lead at your convenience.

Step 1: Select "Automaton" in the top navigation bar.

Step 2: Select "Lists" from the drop down menu.

Step 3: Select the list with the corresponding lead.

Step 4: After clicking on the list, scroll to right of the lead you want to remove from the list and click on the gray box (Looks like a gear).

Step 5: Select "Exclude" in the drop down box.


Step 6: The lead will now appear in the "Exclusions" tab on the page.


You should now have a better understanding of how to remove a lead from a list using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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