To avoid sourcing from your current clients or opportunities, simply go to your account settings page and set up your company and contact suppression list. You can do this in two ways:
- By connecting your CRM from which Personas will automatically receive updates in real-time and suppress anything you add or update in your CRM.
- Alternatively, you can simply upload a CSV file for contacts and companies.
Once set up, we will tell you how many companies or contacts are in your suppression lists. By setting up your suppression list, you will never source contacts from your current clients or opportunities.
The app will never source the same contact twice for you.