Blocklisting leads and contacts to prevent tracking of email conversations

What's my plan?

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. If you want to block an entire email domain, contact the Zendesk support team.

Note: The automatic blocklisting of team members only includes direct email communications with those team members. If you CC a team member in an email message to a lead, for example, that team member is shown as a CC on the message and any replies from that team member are included in and displayed in the email conversation.

To blocklist a lead or contact

1. Click the Settings icon (), then select Communication Channels > Email.
2. Select the Block list 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.

3. To blocklist a lead or contact, select the Individual Emails tab, then click the + (Add) button.

   

4. Enter the name of the lead or contact you want to blocklist and then select their name from the list.

   

5. The email address is now blocklisted (blocked). 
   To unblock and email address click Unblock.

Note: Blocklisting an email address means that it's blocklisted for the account of the Sell user (not for all Sell users).

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.