Managing your leads within Meera AI is essential for maintaining campaign accuracy and ensuring that only relevant contacts are active. This guide walks you through the process of removing a lead from your Meera AI campaign by changing their status from "open" to "closed."
Step-by-Step Guide:
- Login to Meera AI
Begin by logging into your Meera AI account using your credentials. - Navigate to the 'Campaigns' Section
On the left side of the screen, you’ll find the navigation menu. Click on the Campaigns option to access all the campaigns in your account. - Select the Appropriate Campaign
A list of your active campaigns will appear. Find and click on the campaign that contains the lead you want to remove. - Click on the 'Eye' Icon
Within the selected campaign, locate the eye icon. This icon provides detailed information about the leads within the campaign. Click on it to proceed. - Use the Filters to Search for the Lead
At the top left corner of the page, you’ll see the Filters option. Click on it to open the filter menu. - Enter the Lead’s Mobile Number
In the filter menu, enter the lead's mobile number in the required format to ensure accurate results. - Click 'Submit'
After entering the mobile number, click the Submit button. The system will search for the lead based on the number you provided. - Access the Lead's Information
Once the lead's information appears in the search results, click on their phone number. A new tab will open with more detailed information about the lead. - Change the Lead’s Status
In the new tab, you will see the Lead Status section. Change the status from open to closed to mark the lead as no longer active in the campaign. - Save Your Changes
Once you've updated the lead’s status, click Update to save your changes. The lead is now marked as "closed" and will no longer be contacted in this campaign.
Conclusion
By following these steps, you can easily remove a lead from your Meera AI campaign. This ensures that your campaigns remain accurate and only target active leads, helping you optimize outreach efforts and maintain a clean lead list.
If you have any questions or require further assistance please send us a quick email at help@meera.ai