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
- Go to your profile and select "My Account".
- Click on the "Blocklist" tab.
- 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
- For a more automated process, connect your CRM system to our platform. This synchronizes your existing customers and ensures they are not contacted.
- To learn more about how to connect your CRM, read more here.