When to Use This
Use this if:
A lead calls your direct agent number
You complete the call and decide the number should not be able to reach you again
Steps to Block a Lead After a Call
1. Receive a Call from a Lead
The lead calls the agent’s direct phone number
The call connects and is completed normally
2. End the Call
Once the call ends, remain on the call summary or lead view
3. Block the Lead from Calling Back
Click Block Lead from Calling Back
Confirm the action when prompted
What Happens Next
✅ The lead is added to the agent’s personal block list
✅ The lead cannot call the agent directly anymore
✅ Other agents are not affected unless they also block the lead or an admin applies a global suppression list
Important Notes
This block applies only to the agent, not the entire agency
Admins can still apply agency-wide blocking using suppression lists if needed
📌 Blocking after a call helps agents quickly stop repeat or unwanted direct calls without admin involvement.