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How to pause and resume a lead in a campaign

Step by step on how to pause a lead

TL;DR

Pause leads manually from the Lead list or configure campaign Automation settings to automatically continue, pause, or end leads after actions like link clicks, replies, and booked meetings. Paused leads keep their place in the sequence and can be resumed later if the campaign is still relevant.


Who Should Use This

  • Sales reps managing active campaigns who need to pause leads manually

  • Teams who want campaign actions like replies or meetings to automatically pause or end leads

  • Anyone who wants more flexibility than automatically ending a lead after they respond


Why This Matters

Campaign automation settings now give you more control over what happens after a lead takes action. Instead of relying on one fixed behavior, you can choose whether a lead should continue, pause, or end when they click a link, reply, or book a meeting.

This is especially useful when a reply doesn't mean the sequence should end completely. For example, if a lead answers with something like "Thanks" or another non-actionable reply, you can pause them, review the context, and later resume the sequence if it still makes sense.


Before You Start

Pause vs. End vs. Skip difference:

  • Pause: Temporarily freezes a lead already in your campaign and lets you resume them later

  • End: Permanently ends the lead’s sequence

  • Skip: Prevents a lead from starting a campaign before launch

You can manually pause leads from the Lead list, and you can also configure campaign Automation settings to decide whether leads should continue, pause, or end automatically after specific actions.


Step-by-Step Guide

Set Up Campaign Automation Rules

Step 1: Open automation settings and choose campaign behavior

Open your campaign, click the settings icon, and stay in the Automation tab. Then choose what should happen in each rule:

  • For link clicks, choose Continue, Pause lead, or End lead

  • For replies, choose Continue, Pause lead, or End lead

  • For booked meetings, choose Continue, Pause lead, or End lead

Use Pause lead when you want to review activity before deciding whether the sequence should continue.

Open campaign settings and configure automation rules for clicks, replies, and meetings

Pause a Lead Manually

Step 2: Pause the lead

In the campaign’s Lead list, click the lead you want to manage to open their details panel. In the lead’s campaign card, click the three-dot menu (⋮) and select Pause campaign.

Pause a lead from the lead details panel

Step 3: Confirm the pause

The lead's status changes to Paused.

Verify: The lead no longer progresses in the sequence while paused.


What Happens When You Pause

Immediate effects:

  • All scheduled emails stop for this lead

  • Their current position in the sequence is preserved

  • Delays freeze at their current countdown

  • No steps send until you resume or end them

Example:

  • Lead is in a 4-day delay before Step 3

  • You pause them on Day 2 of that delay

  • When resumed, they continue with 2 days remaining before Step 3


Resume a Paused Lead

Step 4: Filter to find paused leads

In the campaign’s Lead list, click Filters, select Paused under Status, then click Apply.

Filter the lead list by Paused status

Step 5: Resume the lead

Click the paused lead to open their details panel. In the lead’s campaign card, click the three-dot menu (⋮) and select Resume campaign. The lead’s status returns to In progress and their sequence resumes.

Resume a paused lead from the lead details panel

Verify: The lead continues from the same position in the sequence.

💡 Tip: If the sequence is no longer relevant, end the lead instead of resuming them.


How You'll Know It Worked

✅ Lead status shows Paused when the sequence is on hold

✅ No more campaign steps send to that lead while paused

✅ Lead position is preserved

✅ After resuming, the sequence continues from the same place


Common Use Cases

Non-committal replies:

  • Lead replies with "Thanks" or another message that doesn't mean the sequence should end

  • Set reply automation to Pause lead

  • Review the conversation manually

  • Resume if the sequence is still relevant

Out-of-office replies:

  • Lead replies "Out until June 15"

  • Pause immediately or use automation rules that support your process

  • Set a reminder for June 15

  • Resume when they're back

Manual follow-up needed:

  • Lead requests a call or asks a question

  • Pause to stop automated outreach

  • Handle the conversation manually

  • Resume or end depending on the outcome

Meeting booked:

  • Lead books a meeting

  • Set automation to End lead or Pause lead depending on your workflow

  • Prevent irrelevant follow-ups from sending

Link engagement workflows:

  • Lead clicks a key link in your sequence

  • Choose whether they should continue, pause, or end based on your process

  • Use this to create more intentional follow-up behavior


Troubleshooting

Issue: Can't find Pause option

Fix: Pause only works for leads already launched and active in the campaign. If the lead hasn't started yet, use Skip instead.

Issue: A reply ended the lead, but I wanted to review it first

Fix: Open the campaign Automation settings and update the When people reply rule to Pause lead instead of End lead.

Issue: A paused lead still received an email

Fix: If a step was already queued to send within minutes, it may still go out before the pause takes effect. Future steps will stop.

Issue: Resumed lead isn't receiving emails

Fix:

  • Check the campaign isn't paused at the campaign level

  • Verify the sender account is still connected

  • Review whether another automation rule should end the lead after a different action

  • Make sure you didn't change the original sender mid-campaign

  • Ensure you're within the campaign sending window

Issue: Forgot which leads are paused

Fix: Go to the campaign Lead list → Filter by Status: Paused. Review the list regularly and resume or end leads as needed.


Pause vs. End vs. Skip

Pause (temporary hold):

  • Use when: You need to stop the sequence temporarily, but may resume it later

  • Effect: Freezes the sequence and preserves position

  • Best for: Out-of-office, unclear replies, manual review, timing issues

End (end sequence):

  • Use when: The lead should permanently exit the campaign

  • Effect: Ends the sequence and cannot be resumed as an active paused lead

  • Best for: Not interested, qualified out, deal closed, meeting completed workflows

Skip (prevent from starting):

  • Use when: The lead hasn't been contacted yet and shouldn't start

  • Effect: Stays in the campaign but never enters the sequence

  • Best for: Before launch only, wrong target, missing data

💡 Quick rule:

Pause = temporary hold.

End = permanent end.

Skip = never start.


Tips for Optimization

Use automation intentionally - Set different behaviors for clicks, replies, and meetings based on how your team works.

Pause instead of end for ambiguous replies - If not every reply means the sequence should end, use Pause lead so you can review and resume later.

Review paused leads weekly - Check your paused list regularly and decide whether to resume or end each lead.

Match meeting behavior to your process - Some teams end leads after a meeting is booked, while others pause them until the meeting happens.

Don't pause indefinitely - If a lead has been paused too long with no next step, ending them may be cleaner for reporting and outreach.

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