Shaker

How do I remove a contact from a workflow?

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If you added a contact to a workflow and want to remove them, don't fret!

The first step you will need to take is to go to your "Settings" tab on the left-hand menu.

Once you've opened settings, select "Workflows".

Locate the workflow you want to remove your client from and click on the number indicating how many contacts are enrolled in the workflow.

This will bring up a table of all of the contacts that are enrolled in the workflow.

Find the contact you wish to remove and to the far right of the table, you will notice three dots. Click them!

The system will present you with the option to remove the contact from the workflow.

You will be asked to confirm and if you click "Yes", the contact will be removed.

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