Skip to main content

Flag a contact as a leaver

When Contacts no longer work at their specified Companies

Relata automatically includes every Contact you email from your email address, meaning that it will often include Contacts who no longer work at their specified company

It's really simple to flag these Contacts and remove them from insights from Relata.

To flag a Contact as a leaver, follow these steps.

  • Open the Contact's profile in Relata Explore, either by clicking on their name, or searching for them

  • In the lower left corner, select 'Contact settings'

  • From the options that appear, select '[Contact] has left [Company name]`

  • Select 'Save changes'

This Contact will now be hidden by default from Relata Explore and Relata Report. You can optionally chose to make them visible by using the filters.

Note that marking a Contact as a leaver will change this settings for all users of Relata.

Note that it can take unto 24 for the Contact to be hidden in Relata Explore and Relata Report.

Did this answer your question?