How to Move/Remove Contacts from Workflow Steps

In this article, you will learn how to move or remove contacts from workflow steps. This can be useful in case these contacts were added by mistake and to this workflow, or if you no longer want them to wait to move them to another step.

What you will need:

• A workflow with contacts added

Step 1: Access your Workflow

• Edit your workflow or create a new one if you don’t have one created

Step 2: Check your leads in the step they are

• If you have a Wait step, your leads in that workflow stage will show in there.

• You can click on the Wait step and you will see two options: the trashcan icon to delete them or the walking man icon to move them to another step

• If you want to delete a single contact from a workflow or move that contact to another step, go to the Status tab, and next to the name and email of the contact, click on the trashcan icon or the walking icon man.