Operations and concepts
Sync Operations
Manage OutboundSync day-to-day operations — configure category-based filters, maintain block lists and exclusion lists, and keep your CRM data clean and accurate.
Use this section for day-to-day sync controls and data hygiene. If you need the platform-level model first, start with How it works.
Core operations
Section titled “Core operations”How do I decide which data to sync?Sync everything, FILTERED / qualified, or a budget replies-and-categories path.
Category-based filtersControl what syncs by lead category and event context.
Block lists vs exclusion listsPick the right list type for your workflow.
Block list maintenanceKeep lists clean and stable over time.
