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
To Block a Lead:
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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/texts from their number are blocked (if selected).
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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
Issue: Accidentally blocked the wrong lead
Solution: Change the lead’s status back to a non-blocked option (like New or Active) and ensure their number is unblocked manually if needed.
Issue: Blocked lead still contacting you
Solution: Double-check if the phone number checkbox was selected during blocking. You may need to update communication settings.
FAQs
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.