Account Exclusion

Introduction

The Exclusion List is a governance tool that prevents specified Accounts or Contacts from being targeted accidentally by campaigns, exports, enrichments, or automated workflows. Use it to protect active customers, remove competitors/partners from outbound lists, block test/dummy records, and generally keep your prospecting noise-free. The Exclusion feature is configured from Settings → Configurations → Exclusion List, which exposes separate tabs for Accounts and Contacts.

Preconditions & permissions

You must have permission to access Settings and to modify the Exclusion List.
If you do not see the Exclusion option, ask an admin to grant the required role.
Keep an audit export or snapshot before making large changes (recommended for bulk deletes).

Detailed step‑by‑step workflow

Each step below explains why you do it and what to expect.

🔐 Step 1: Log in to your Sprouts account

The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.

From this point onward, the user has access to all modules and navigation items that are enabled for their role.

Action	Description
Log in	Use your Sprouts account credentials.

Step 2: Navigate to the Exclusion List (Accounts)

open Settings.
Go to Configurations.
Click Exclusion List.
Select the Accounts tab (the page shows the current list of excluded domains and accounts).

What you will see: a table of excluded entries (domain, account name, exclusion type). Each row has action controls such as Edit and Delete, and checkboxes for multi-select.

Step 3:Add domains to the exclusion list manually (single or up to 10 at once)

In the Accounts tab, click Add to exclusion (top-right).
The Add domains dialog opens with input rows. You may add up to 10 domains in this dialog at one time.
For each row enter:
- Domain — enter the domain in canonical form (example: example.com). (Do not include http://, https://, or path fragments.)
- Account Name — the human-readable company name that corresponds to the domain (helps reporting and review).
- Type of Exclusion — select the reason from the dropdown (examples: Active customer, Churned customer, Competitor, Partner, Vendor, Internal/Test, Research sample).
- Update — overwrite the existing entry with the newly provided Account Name and Exclusion Type.
- Skip — leave the existing exclusion unchanged and ignore the new row.
  Choose Update when you want to refresh metadata (e.g., change the exclusion type). Choose Skip to keep the original entry unchanged.

After you’ve completed the rows (max 10), click Save.

Step 4: Bulk Import via CSV

To save time, you can bulk upload multiple accounts into the exclusion list.

Steps:

In the Account Exclusion List, locate the Import Bulk button (positioned to the left of Add to Exclusion).
From here, you can:
- Download Sample CSV File – View a sample format for guidance.
- Upload Your CSV File – Select your prepared file containing account details.
Once uploaded, click Proceed to continue.

Field Mapping & Settings

After clicking Proceed, a Mapping Screen appears to align your CSV fields with Sprouts fields.

Field Mapping Table:

Mapped Status	CSV Fields	Sprouts Fields	Sample Data
✓	Account Name	Account Name	<insert account name here>
✓	Domain	Domain	<insert domain here>
✓	Exclusion-Type	Exclusion Type	<insert exclusion type here>

Settings Options:

How you’d want to import data: Choose the import method.
If a domain already exists in exclusion list: Decide whether to overwrite, skip, or update.
If exclusion type is missing or invalid (not matching Sprouts types): Assign a default exclusion type to ensure consistency.

Final Import

Review all field mappings and settings.
Click on Import Accounts.
The system validates and imports the data.
A confirmation message appears once the accounts are successfully added to the exclusion list.

Step 5: Edit an excluded account

In the Accounts exclusion table locate the entry to change.
Click Edit on that row.
Update Account Name and Type of Exclusion in the edit dialog. (Domain is typically immutable to preserve identity.)
Click Save. A confirmation toast indicates success.

Why edit: Use edit to fix typos, correct the account label, or change the exclusion reason (e.g., from Partner → sister company).

Step 6: Delete a single excluded account

In the Accounts exclusion table, click Delete on the target row.
Confirm the deletion in the modal dialog (this prevents accidental removals).
On confirmation, the row is removed; a success toast confirms the operation.

Note: Deleting from the Exclusion List does not delete the underlying Account record — it only removes the exclusion marker.

Step 7: Bulk delete excluded accounts

Use the checkboxes at the left of the table to select multiple excluded entries.
Optionally use a header Select All to select all visible rows (confirm scope: page vs full result set).
Click Delete selected (or the bulk delete control).
Confirm the bulk deletion in the modal. Because bulk deletes are destructive for the exclusion list, the system will show a strong confirmation step.
Confirmed deletions are processed and a toast indicates success and number of records removed.