Remove a Client or Lead from an Automation Sequence Pipeline

You must stop an Automation for a Client or Lead to remove them from the Automation Sequence Pipeline.

To Stop an Automation for a Client or Lead, follow these steps:

From the Client or Lead Screen

1. Navigate to the Client's or Lead's Account.
2. Scroll down to the Activity Stream and filter for "Automation Instances."
   
   
   
   
3. Click the Automation you want to remove the Account from.
   
   
   
   
4. This opens their Automation View. Click Stop Automation to remove the Account from the Sequence Pipeline.
   
   

From the Automations List Screen

1. Go to Marketing > Automations.
2. Click the Number under the "# Scheduled" column to open the Automation Sequence Pipeline.
   
   
   
   
3. On the Automation Sequence Pipeline overlay, click the Tile card for the Sequence you want to manage. This will redirect you to the Automation Sequence List screen for that sequence.
   
   
   
   
4. Filter for the Account you want to remove from the pipeline then click the Automation Name. This opens their Automation View.
   
   
   
   
5. On the Automation View screen, click Stop Automation.
   
   

From Within an Automation

1. Go to Marketing > Automations.
2. Open the Automation you want to manage.
3. Click View Pipeline on the top right.
   
   
   
   
4. On the Automation Sequence Pipeline overlay, click the Tile card for the Sequence you want to manage.
   
   
   
   
5. Filter for the Account you want to remove from the pipeline then click the Automation Name.
   
   
   
   
6. This opens their Automation View. Click Stop Automation.