Intro to Exclusions in Unify

Welcome to Unify University 🎓 | How to Configure Exclusions Exclusions help you protect your outbound strategy by ensuring your Plays and Sequences aren’t sent to the wrong people — like late-stage deals, existing customers, competitors, or investors. In this video, we’ll walk you step-by-step through setting up your first exclusions in Unify. You’ll learn how to: ✅ Exclude internal employees and competitors by domain to prevent outreach misfires ✅ Exclude existing customers and open opportunities, mapped directly to your CRM definitions ✅ Create company-level vs. person-level exclusions for more precise targeting ✅ Automatically unenroll people/accounts from active Plays when new exclusions are added By configuring exclusions the right way, you’ll keep your outbound workflows clean, compliant, and strategic — focusing only on the right prospects. Follow: @Unifygtm Don’t forget to like, comment, and subscribe for more Unify University tutorials!