In some cases, you may want to prevent your own company from showing up in your Leadinfo inbox. For example, to avoid accidentally treating it as a new lead or simply to maintain an clear overview of your leads.
Fortunately, Leadinfo offers two easy ways to exclude your own company, both of which you can set up within a few clicks. In this article, we’ll explain step-by-step how to exclude your company using:
1. Excluding your own company via Leadinfo Settings
The first way to exclude your own company is by using a specific setting within Leadinfo.
Step 1: Go to “Settings”.
Step 2: Scroll down to “Preferences”.
Step 3: Unselect the option “Show own company in overviews”.
This setting only applies to your own account. Meaning, you will hide your own company in your own inbox and not in the inbox of your colleagues. They will have to set this up themselves!
2. Hiding your own company via the "Hidden" tag.
A second way to hide your company from the inbox is by assigning it the "Hidden" tag. This will ensure that the company no longer appears in the inbox, but it can still be found under the corresponding tag.
Step 1: Open the Inbox in Leadinfo.
Step 2: Find and click on your own company in the overview
.
Step 3: Click "Add Label" and assign the "Hidden" tag.
Once you've added this label, your company will immediately disappear from the inbox view. You can always find it later under the label overview labeled "Hidden".