> ## Documentation Index
> Fetch the complete documentation index at: https://unify-19-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create an exclusion

> Prevent Unify from taking action on specific companies or people.

## What are exclusions?

Exclusions are dynamic lists of companies or people that you want to prevent
Unify from taking action on. Common use cases include:

1. Exclude current customers
2. Exclude in-flight deals
3. Exclude competitors

Exclusions match companies and people based on configurable *filters*. This
means you don't need to maintain static lists of companies or people to exclude.
Instead, you can set up rules that automatically exclude companies or people
that meet certain criteria.

## Walkthrough

<Steps>
  <Step title="Create a new exclusion">
    Go to [Settings > Exclusions](https://app.unifygtm.com/dashboard/settings/features/exclusions) and select **New exclusion**.

    <Frame>
      <img src="https://mintcdn.com/unify-19-preview/3CpYj7T0TMhrXAGC/images/tutorials/how-to-create-an-exclusions/create-exclusion.png?fit=max&auto=format&n=3CpYj7T0TMhrXAGC&q=85&s=1a754a0ac905e19ebc2113f657c19f44" width="2304" height="1639" data-path="images/tutorials/how-to-create-an-exclusions/create-exclusion.png" />
    </Frame>
  </Step>

  <Step title="Add filters">
    The exclusion builder allows you to define filters that select which
    companies or people should be matched and excluded.

    <Tip>
      You can select whether this exclusion applies to companies or people. When
      applied to companies, any person that is associated with a matched company
      will also be excluded.
    </Tip>

    <Frame>
      <img src="https://mintcdn.com/unify-19-preview/3CpYj7T0TMhrXAGC/images/tutorials/how-to-create-an-exclusions/create-exclusion-choose-type.png?fit=max&auto=format&n=3CpYj7T0TMhrXAGC&q=85&s=26acea611fe38783a9cd77a577f1e1ab" width="2304" height="1639" data-path="images/tutorials/how-to-create-an-exclusions/create-exclusion-choose-type.png" />
    </Frame>

    You can add as many filters as you'd like, and nearly any data within Unify
    can be used to create filters. This includes CRM records and custom objects.

    <Frame>
      <img src="https://mintcdn.com/unify-19-preview/3CpYj7T0TMhrXAGC/images/tutorials/how-to-create-an-exclusions/create-exclusion-configured.png?fit=max&auto=format&n=3CpYj7T0TMhrXAGC&q=85&s=9134d6a43f7112d4ae691601dc943a0d" width="2304" height="1639" data-path="images/tutorials/how-to-create-an-exclusions/create-exclusion-configured.png" />
    </Frame>
  </Step>

  <Step title="Save and apply">
    Save the exclusion to keep its matching companies or people up to date as
    their data changes. You can edit its filters at any time.

    For users assigned to an [engagement policy](/reference/engagement-policies/engagement-policies),
    add the exclusion to that policy and choose its claiming and engagement
    behavior. The policy's selected exclusions determine the restrictions for
    those users.

    <Frame>
      <img src="https://mintcdn.com/unify-19-preview/3CpYj7T0TMhrXAGC/images/tutorials/how-to-create-an-exclusions/create-exclusion-saved.png?fit=max&auto=format&n=3CpYj7T0TMhrXAGC&q=85&s=8ef371ec4745bc13e16a1ff4532cbfe1" width="2304" height="1639" data-path="images/tutorials/how-to-create-an-exclusions/create-exclusion-saved.png" />
    </Frame>
  </Step>
</Steps>


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