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Contact Management

Marking Contacts as Spam
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

Marking Contacts as Spam

* Page referenced in this article: Spam folder.

Marking a contact as spam blocks future calls and emails from that contact's phone number and email address, and routes new inbound activity to the Spam folder. Use this when a contact is not a real contact, such as a repeated form submission from a bot, a wrong number, or a harassing caller.

What Happens When You Mark a Contact as Spam

  • The contact is removed from the Contacts page and the Sales Pipeline.
  • The contact is moved to the Spam folder.
  • Future calls from the contact's phone are blocked and logged in the Spam folder.
  • Future emails from the contact's email address are blocked and routed to the Spam folder.
  • The contact is excluded from pipeline and appointment reports.
  • Notes, tasks, and previous activity remain attached to the record.

Marking a contact as spam applies to the contact's Primary email and Primary phone. If the same person uses another email or phone, those are not automatically blocked.

Mark a Single Contact as Spam

  1. Open the contact's details page or find the contact in a list.
  2. Click Actions.
  3. Select Mark as spam.
  4. Confirm the pop-up.

Mark Multiple Contacts as Spam

  1. Go to the Contacts page or Pipelines.
  2. Select the contacts using the checkboxes.
  3. Click Mark as spam in the bulk action bar.

Unmark a Contact as Spam

  1. Go to the Spam folder.
  2. Find the contact by searching for the name, email, or phone number.
  3. Open the Actions menu.
  4. Select Unmark spam.

After unmarking, the contact returns to the Contacts page. If the contact should also appear in the Sales Pipeline, turn In Pipeline? back to Yes.

Spam vs. Delete vs. Merge

Action Blocks future inbound? Removes from active views? Can it be reversed? When to use it
Mark as spam Yes Yes Yes, with Unmark spam When you want to stop future calls and emails from that phone number or email address.
Delete No Yes, by moving the contact to Trash Yes, with Restore When the record should be removed from active views but you do not need to block inbound communication.
Merge No Yes, by combining duplicate records No When the contact is a duplicate of a real contact you want to keep.

Best Practices

  • Use spam for invalid or abusive contacts. If the issue is simply cleanup, deleting the contact may be enough.
  • Check the Primary email and Primary phone first. Only those values are blocked when you mark the contact as spam.
  • Review the Spam folder regularly. This helps catch any real contacts that were marked by mistake.
  • Do not mark a real client as spam. If you only need to stop marketing messages, use the contact's opt-out settings instead.

FAQs

Can I recover blocked calls or emails after unmarking?

New inbound calls and emails will come through normally after you unmark the contact. Communications that arrived while the contact was in the Spam folder remain there.

Does marking a contact as spam affect other contacts with the same email or phone?

No. Spam applies only to the individual contact's Primary email and Primary phone at the time you mark the contact as spam.

Is a spam-marked contact included in duplicate detection?

No. Spam-marked contacts are excluded from duplicate detection.

Can I mark contacts as spam in bulk?

Yes. Select contacts from a list view and use Mark as spam in the bulk action bar.

What is the difference between spam and contact opt-outs?

Contact opt-outs stop LeadCenter from sending outbound emails or text messages to the contact, but the contact still appears normally in dashboards and reports. Spam blocks inbound communications and hides the contact from active views.

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