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Block your existing customers

To ensure that your existing customers are not contacted unintentionally, LeadPilot offers a smooth way to create and manage a blocklist. Follow these steps to protect your valuable relationships:

Upload your blocklist

  1. Go to your profile and select "My Account".
  2. Click on the "Blocklist" tab.
  3. Upload your list in Excel or CSV format. This prevents your existing customers from being contacted by any segment or user within your company account.

Connect your CRM system

  1. For a more automated process, connect your CRM system to our platform. This synchronizes your existing customers and ensures they are not contacted.
  2. To learn more about how to connect your CRM, read more here.

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