When leads end up with a Failed or Cancelled status on a node, you have four actions available in the task modal: Restart on This Node, Restart from Top, Skip, and Cancel. Choosing the wrong one can re-send messages leads already received — here's how to pick the right one.

Restart on This Node

What it does: Retries the task at the node where the lead is currently stuck. Everything that happened before — connection requests sent, messages delivered, earlier nodes completed — is preserved. Only the current step is retried.

When to use it: This is the right choice in almost all cases. Use it when:

A task failed due to a temporary issue (LinkedIn downtime, sender session expired, missing email that's now been added).
The sender was disconnected and has since been reconnected.
Leads were cancelled because a sender was removed and you've reassigned them.

Safe by default. Restart on This Node never re-sends anything the lead already received. It only retries the step that failed.

Restart from Top

What it does: Sends the lead back to the very beginning of the automation. Every step — including connection requests and messages already sent — will be executed again from scratch.

When to use it: Rarely. Only use it when you genuinely want the lead to go through the entire sequence again — for example, if the lead was added to the automation by mistake and removed before any steps ran, or if a significant amount of time has passed and a full re-engagement makes sense.

Warning: Restart from Top will re-send every message in the automation, including ones the lead already received. If a lead completed steps 1–3 and failed on step 4, using Restart from Top means they'll receive messages 1, 2, and 3 again. Use Restart on This Node instead.

Skip

What it does: Moves the lead past the current node to the next one without executing the task. The skipped step is marked as Skipped in the lead's history.

When to use it: When the task is no longer relevant for this lead but you still want them to continue through the rest of the automation. For example:

The lead is already connected on LinkedIn, so the Send Connection Request step should be skipped.
A lead failed on an email node because they have no email, and you'd rather move them forward than cancel them entirely.

Cancel

What it does: Removes the lead from the automation. No further tasks will be executed. The lead's history of completed steps is preserved in the CRM, but they won't progress further unless manually re-added.

When to use it: When a lead shouldn't continue in this automation at all — for example, they've already converted, they asked to be removed, or they're no longer a relevant target.

Quick reference

Action	What happens	Use when
Restart on This Node	Retries current step only. Prior steps preserved.	Task failed or was cancelled — underlying issue is fixed.
Restart from Top	Lead re-enters automation from step 1. All steps repeat.	Lead genuinely needs the full sequence again.
Skip	Moves lead to next node without executing current task.	Current step is no longer relevant but lead should continue.
Cancel	Removes lead from automation entirely.	Lead shouldn't continue in this automation at all.