---
title: How to Unenroll Records from a Workflow
description: Manually remove records from your automation when they no longer need to continue.
---

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# How to Unenroll Records from a Workflow

## Manually remove records from your automation when they no longer need to continue.

There are times when a record should no longer continue through a workflow—whether due to updated information, a change in strategy, or error correction. The **Unenroll** option allows you to manually stop workflow automation for specific records.

#### What Happens When You Unenroll a Record?

Unenrolling a record from a workflow will:

- **Stop all future steps** for that record in the workflow.
- **Prevent the workflow from continuing** for that specific record.
- **Preserve a history** of the record’s progress up to the point of unenrollment (visible in the Timeline under View Details)

Note: Unenrollment does **not delete the record** from your system—it simply removes it from the current workflow automation.

---

#### How to Manually Unenroll a Record

1. Go to the **Workflow** section and open the specific workflow.
2. Click on the **Enrollments** tab.
3. Locate the record you want to unenroll (use search or filters to help).
4. Click on the **View Details** button.
5. Select **Unenroll** and confirm your action.

The record’s status will change to **Unenrolled**, and no further workflow steps will be executed for it.

**Important Note:** The record’s status will update to **Unenrolled**, and no further workflow steps will be executed (**except for any direct mail already in progress).**

---

#### Best Practices

- Use **manual unenrollment** when a record no longer needs to receive workflow actions (e.g., the owner has already responded or opted out).
- Regularly review your **Enrollments** tab to identify any records that should be paused or removed based on changes outside of the workflow.
- Combine unenrollment with **status filters** to quickly identify records that may need to be stopped manually.

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