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Removing Contact Tags to your workflow in LeadDec

Learn how to efficiently manage your leads by removing contact tags in LeadDec. This article provides a comprehensive guide to help you streamline your workflow and maintain an organized database.

1. Select 'Automation' to begin crafting your workflow.

1 Click on "automation".

2. Click 'Create Workflow' to proceed.

2 Click on "Create Workflow".

3. Choose 'Start from Scratch' to design your workflow.

3 Once that's done, click on "Start from Scratch".

4. Add a new trigger to initiate.

4 Click on "Add New Trigger".

5. Click here to include an action step in your workflow.

5 Following that, click here.

6. Next, select 'Remove Contact Tag' from options.

The Action will Remove the contact tag from the contact person if it matches the selected tag in this workflow.

6 After that, click on "Remove Contact Tag".

7. Select the tag you want to remove when workflow is trigger

7 Following that, click on "Select a tag".

8. Confirm your choice by clicking 'Save Action.'

8 Following that, click on "Save Action".

9. Remove contact tag is added, then save and publish when ready.

9 Next up, click here.

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