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How to End All Communications for a Contact in BEP

This Article outlines the step-by-step process to end all follow-up communications and automations for a contact within your CRM or pipeline. This is typically used when a lead has taken final action (e.g., approved estimate, marked lost/won), and follow-up sequences are no longer necessary.

Last Updated: 07/29/2025

▶ What is this Article?
This Article outlines the step-by-step process to end all follow-up communications and automations for a contact within your CRM or pipeline. This is typically used when a lead has taken final action (e.g., approved estimate, marked lost/won), and follow-up sequences are no longer necessary.

▶ Why do we use this?
To prevent redundant or irrelevant follow-up messages being sent to leads or clients who no longer require them, thereby improving customer experience and avoiding confusion.

✅Triggering End All Comms via Opportunity Status Change

▶ Instructions:

  1. Go to your pipeline view inside your CRM.

  2. Locate the opportunity (contact) that should be removed from future workflows.

  3. Drag the opportunity to one of the following designated statuses:

    • Abandoned

    • Won

    • Lost

  4. These statuses are connected to the “End All Comms” automation trigger, which will remove the contact from all associated workflows.

  5. This process will not mark the contact as DND (Do Not Disturb); it only stops current and future automated follow-ups.

📝 Pro Tip:
Ensure you do not use a similarly named but inactive status bucket. Confirm your pipeline's status matches the automation trigger settings exactly.

✅ Triggering End All Comms via Tagging

▶ Instructions:

  1. Open the contact profile within your CRM.

  2. Add the following tag to the contact: end_text

    • This tag is another automation trigger that will remove the contact from all active workflows.

  3. If you'd prefer to use a different tag label, contact leadership or the automations team to have it updated in the system logic.

📌 Note:
Make sure the tag spelling is exact, including underscores or dashes. Incorrect tag formatting will not activate the automation.

✅ Verifying Communication Has Ended

▶ Instructions:

  1. Open the contact record.

  2. Click into the Automations/Workflows tab or section.

  3. Confirm that the contact has been removed from all active workflows.

  4. Additionally, you can review the Execution Logs within the “End All Comms” automation to confirm the contact's removal.

Loom Overview: 📹

 

FAQ’s

▶ Will this stop all forms of contact, like manual emails or texts?
No. This only ends automated workflows. You can still reach out to the contact manually.

▶ Can this be undone?
Yes. Simply remove the end_text tag and reassign the contact to a new workflow manually.