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Home >> How to Block a Number on Nextiva

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How to Block a Number on Nextiva

David Lee - Data-Driven CRM Strategist
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David Lee
CRM Strategist and Speaker
David Lee - Data-Driven CRM Strategist
Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Financial Services CRM Specialist
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Sarah Cruz
Financial Services CRM Specialist
Financial Services CRM Specialist
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Sarah Cruz writes about customer relationship management solutions, bringing a deep understanding of the financial services industry. With a proven track record in wealth management and client relations, she provides helpful pointers on how CRMs can enhance client service, streamline workflows, and, ultimately, drive growth within the financial sector.
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Latest Update: Sep 16, 2024, 8:45 am
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Latest Update: Sep 16, 2024, 8:45 am
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Key Takeaways

Blocking numbers on Nextiva is a simple yet effective way to manage unwanted calls and maintain a productive work environment. By following the steps outlined in this guide and keeping the key points in mind, users can make the most of this feature and enjoy a seamless communication experience.

Remember to stay vigilant and proactive in managing your blocked numbers list to ensure a hassle-free communication experience.

Nextiva is a widely used communication platform that offers a variety of features to streamline business operations. One essential aspect of Nextiva is the ability to block numbers. In this blog post, we will discuss the importance of blocking numbers and provide a step-by-step guide on how to do it effectively.

Nextiva and Its Importance

Nextiva provides businesses with a comprehensive communication solution, including VoIP, video conferencing, and messaging services. Blocking numbers on Nextiva can help users manage unwanted calls and maintain a productive work environment.

Why It’s Important to Block Numbers

Blocking numbers is crucial for avoiding spam calls, telemarketers, and other unwanted communication. By blocking numbers on Nextiva, users can focus on important calls and prevent distractions that may hinder productivity.

Step-by-Step Guide on Blocking Numbers on Nextiva

Step 1

Log in to your Nextiva account

Nextiva login screen screenshot

Step 2

Click on Manage under the users tile on the left side

Nextiva users dashboard screenshot

Step 3

Click on the Pencil icon next to the user you want to block

Nextiva manage users pencil screenshot

Step 4

Scroll down and click on the Routing section.

nextiva routing section menu screenshot

Step 5

Click on the circle on the right of the Selective call rejection option.

Step 6

On the  bottom right of the Selective Call Rejection option, click on the ‘+’ sign.

Nextiva call rejection option screenshot

Step 7

Keep a regular schedule as Every Day All Day and add a Description.

nextiva crm every day all day screenshot

Step 8

Click on Following phone numbers and enter the details.

Nextiva phone number screen details screenshot

Step 9

Click on Save Criteria.

A message will pop up on the screen confirming that the number has been blocked.

Key Points to Keep In Mind

  • Regularly review and delete drafts to keep your blocked numbers list up to date.
  • Organize drafts into folders (if available) for easier management and access.
  • Utilize editing tools to finalize drafts before saving them in your blocked numbers list.
  • Consider privacy settings when creating and deleting drafts to protect your personal information.