How to add a phone number or an email to exceptions
- Open CRM>Settings>Other>Exceptions.
- Click Add to list to add a new exception.
- Enter the phone number or email address that you want to add to exceptions. You can leave your comments by using a semi-colon. There's an instruction in the yellow box.
Done! Calls or emails from these phone numbers or email addresses won't be added to CRM anymore.
Only Administrator can add contacts to exceptions.
How to create a new exception from lead's card
You can add a lead to exceptions straight from lead's card.
Adding to exceptions in "Telephony" sectionJust click the link in Number Preferences section, and you will get to the exceptions list.