Hi Guys,
I am trying to exclude our customer list from all the Hubspot sequences which is being used by our sales team.
Please let me know. Can I create a certain workflow or setting do let me know
Hi @Mahesh_Wagh,
There are a few ways to approach this, but there isn’t any setting where you can add a list and automatically exclude. Which option is best depends on why you want to exclude these contacts.
One option would be to train the sales reps to only enroll contacts from filtered views in sequences. These filtered views would exclude the contacts on your list. You would have to make sure that your sales reps use these filtered contact index page views by default. View and filter records
Another option would be contact permissions. You could set up contact access permissions so that sales reps can only communicate with contacts they own. If you remove ownership from the contacts that you don’t want to see contacted, they wouldn’t be able to enroll these contacts in sequences. HubSpot user permissions guide
Lastly, if these contacts should never ever get sales emails, you could simply opt them out of one-to-one communication. Manage your contacts' messaging subscriptions
Best regards!