There are three situations where you should stop automated communication for a lead.
1. You Already Spoke to Them
If you called a lead and scheduled an appointment manually, remove them from the initial text sequence. Otherwise they’ll keep getting follow-up texts.
See Handling Leads Manually for steps.
2. You Sold Them
Setting a lead’s status to Approved / Sold automatically stops all messaging. No extra steps needed.
3. You Want Full Control
If you want to take over completely and stop all automation:
Run the Kill All Convos workflow on the contact. This turns off the AI and removes them from all active workflows in one step.
This guarantees no automated messages go out.
When a Lead Texts STOP
If a lead replies STOP to any message:
- They are immediately added to a Do Not Contact list
- All automation and AI responses stop
- They will not receive any further messages from your system
This is a requirement of A2P compliance - the regulations that govern business text messaging in the US. Once a contact opts out via SMS, the system is required to stop all automated messaging to them. Learn more about A2P compliance.
You can still call the lead. STOP only applies to automated SMS - nothing stops you from dialing them.
