Another way to control the visibility of email conversations (see Sharing email conversations with your team) is to blocklist specific leads and contacts. This prevents all email conversations with specific leads and contacts from being tracked and displayed in Sell. You can still send email messages to blocklisted leads and contacts, but none of that activity is captured by Sell.
By default, the email conversations that you have with your coworkers (the other users in your Sell account) are not tracked – they are automatically blocklisted. This feature allows you to prevent Sell from tracking email conversations with specific leads and contacts.
To blocklist a lead or contact
- Click the Settings icon (), then select Communication Channels > Email.
- Select the Blocklist tab.
Your team members are listed in the Team Members tab. You cannot remove the blocklisting (unblock) from the email addresses of your team members.
- To blocklist a lead or contact, select the Individual Emails tab, then click the + (Add) button.
- Enter the name of the lead or contact you want to blocklist and then select their name from the list.
The email address is now blocklisted (blocked).
To unblock and email address click Unblock.
If you add a contact or a lead to the blocklist who has multiple email addresses in their profile, all of the email addresses contained in their profile will also be blocklisted. You’re blocklisting the lead or contact, not just their email address.
If you have a deal with a blocklisted contact, that deal does not display any email conversations.
A blocklisted lead or contact is indicated on the Send an Email tab on Leads and Contacts cards.
If email conversations with multiple recipients include a blocklisted lead or contact, email messages are visible on the cards of all except the blocklisted recipient.