Table of Contents
Why This Feature Matters
Blocking a lead can protect your time and resources by limiting access and communication.
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Prevents problem leads from logging in or searching properties.
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Stops unwanted calls or messages from that lead.
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Allows team members to confidently mark unqualified or abusive leads.
Step-by-Step Instructions
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Navigate to the Leads Dashboard or a specific Lead Detail Page.
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Click the lead status dropdown.
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Select Blocked from the list.
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A pop-up will appear with the option to also block the lead’s phone number.
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Check the box to block calls and texts from that number.
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Uncheck the box if you want to allow communication but restrict site access.
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What Happens When You Block a Lead
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The lead can no longer log in to your website or view property listings.
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Calls from their number are blocked but texting and emailing is still available.
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Their lead record is still retained for historical or reporting purposes.
Best Practices
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Use this feature for spam, abusive, or disqualified leads.
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Add notes to the lead record explaining why they were blocked.
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Communicate with your team so everyone understands who is blocked and why.
Troubleshooting Common Issues
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Accidentally blocked the wrong lead
Change the lead’s status back to a non-blocked option (like New or Active) and ensure their number is unblocked manually if needed.
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Blocked lead still contacting you
Double-check if the phone number checkbox was selected during blocking. You may need to update communication settings.
FAQs
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Can the lead tell they’ve been blocked?
No. They’ll simply be unable to log in or access listings but won’t receive a notification. -
Can I unblock a lead later?
Yes. Just update their status to a different one, and if needed, manually unblock their number. -
Is blocking permanent?
No, you can change a lead’s status anytime and adjust settings as needed.