Receiving harmful and promotional emails from unfavorable sources could be a concern if your sales email address is used for customer engagement and contact generation. In a similar vein, you might also wish to refrain from creating contacts from emails that are sent on behalf of your company. You can reduce the number of emails you receive in your sales inbox by using domain exclusion, which also improves the caliber of the leads you create.
To define email domains that need to be excluded from contact creation,
Login to the web application as an Administrator.
Go to Admin Settings > Channels > Email > Create contacts from email
Under Excluded domains, type the domains that you’d like to stop receiving emails from such as @example.com and hit return or the enter key.
Click .
Note: Your email client’s domain is excluded by default to avoid fetching emails from your peers and adding them as contacts.If an IMAP-connected email address exists as a contact in the CRM, all emails will be synced, even if auto-forwarding is not configured.
In such cases, our system scans all email addresses mentioned in the From, To, CC, and BCC fields. It will either associate the email with existing contacts or create new contacts for any email addresses that do not already exist in the CRM.
However, if any of these email addresses belong to a domain that is listed under the Excluded Domains, the following will apply:
- The email will not be synced to the CRM.
- A new contact will not be created for that email address.
- If the contact already exists, no association between the email and the contact will occur.
You can learn about capturing contacts via email in “How to convert your sales emails into contacts”