The Add to exceptions automation rule helps to automate the work with spam and clean up the client base. It adds all contact information to the exception list and spammers will no longer distract you.
The automation rule is located in the For employee section. You can set the time and conditions under which it will work in the settings.
Let's say you have a separate stage in Kanban to which you move spam messages. If you put an Add to exceptions automation rule on this stage, it will add contact information from leads or deals form to the list of exceptions and remove the item.
Let's consider how the script works. First, we place the automation rule on the stage where we move spam.
Let's take a deal/lead in which the client entered the wrong contact information. We don't need this deal, because we can't get in touch with the client anyway. Let's move this deal to the Spam stage.
After that, go to the list of exceptions. The contact information from the deal/lead will appear in it.
It is recorded in the History that the deal and the deal contact were deleted.