Pausing a Workflow

Learn how to temporarily stop an automated workflow from continuing by pausing it.

Matt avatar
Written by Matt
Updated over a week ago

Sometimes you might want to prevent a workflow from being applied to new leads that enter that stage of your sales process. For example, you have a stage called "Nurturing Campaign" which contains a sequence of automated emails. You haven't been satisfied with how those emails have converted leads so you want to make changes to the workflow, but don't want new leads who enter that stage to start receiving unfinished emails because you're editing them. 

The easiest way to avoid this is to "pause" the workflow. Here's how to do that.

Click the "Workflow Settings" button at the top of the stage you want to edit. Next, turn off the switch that says "Active (steps will be generated if active)" at the top of the right-hand sidebar. 

Now this workflow will not be applied to any new lead that enters this stage.*

*Note: Pausing a workflow does not pause the workflow for leads that are currently in the stage you're pausing only for any lead added to the stage since you paused it.

If you want to pause a workflow for leads that are currently in a stage, you should create a new stage with no tasks, and move the leads into the "empty" stage.

Lastly, if you wish to unpause a workflow you can turn the switch back on and the workflow will be applied to all new leads in this stage.

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