Removing contacts from Programs

Last Updated: Jun 21, 2017 07:32AM EDT

Automating your outreach and tasks
When you're communicating with a growing database, one off messages just don't scale. With Programs you can send an email, follow up, create custom tasks or even move your contacts to another Program. Create your own step-by-step processes built to work the way you do. Make networking and nurturing your relationships easier than ever before. When your contacts start to engage with your drip campaigns — easily remove them from the steps and initiate your conversations.

How to remove a contact from a Program

Option 1: On the contact record

1. Go to the contact's profile page.

2. On the bottom right, find Programs.

Click the blue X to remove the contact from the Program.

A pop up will appear. Click OK.

Option 2: By removing the contact from the Bucket attached to the Program

Go to the contact's profile page and click Edit Buckets. Remove the Bucket attached to the Program you want the contact taken out of.

You can also remove a contact from a Bucket via the Contacts tab. Tick the contact's checkbox. A menu of options will appear at the bottom of the screen. Click Edit Buckets. Deselect the Bucket you want to take the contact out of and click Save.

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