Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has simplified this process by adding a Do Not Contact check box in the Communication Restrictions section on the Contact Record. When this check box field is selected the following automations will occur:
- A DO NOT CONTACT tag will be added to the record to easily identify as a contact that should not be contacted.
- Phone Opt Out check box will be selected.
- Email Opt Out check box will be selected.
- Text Opt In will be unselected.
We recommend you check with management if someone in the Do Not Contact State tries to re-engage you. If it is deemed OK to communicate with this contact again you can unselect the Do Not Contact check box field and the DO NOT CONTACT tag will be removed. You will need to manually update the Phone Opt Out, Email Opt Out and Text Opt-In fields based on Contact's preferences.
Related Articles
Contact & Lead Tracking Automations
Introduction Automations power all of your Funnel Dashboards, Net Sold per Lead Dashboards and a host of other dashboard and reports related to your Scheduling, Lead and Sales performance. These automations are always working behind the scenes to ...
Contact & Lead Tracking Overview
Introduction 1Stop has introduced a groundbreaking approach for tracking Contacts throughout every step of their journey, from their initial arrival as a new Lead through the entire sales and installation process, and even if they return as a repeat ...
Accounting System Integration
1Stop's integration feature allows you to seamlessly synchronize with your company's accounting platform, enabling real-time data flow between systems. This streamlines tasks like invoicing, payment tracking, and financial reporting—reducing ...
Managing Opportunities, Demos and Follow-Ups
Opportunities represent potential sales for your company. Every Opportunity is associated with a Contact, and newly-generated Opportunities should be actioned as soon as possible to increase the likelihood of scheduling a Demo for the Sales team. ...
Vendors
The Vendors module in 1Stop helps your team manage third-party vendors involved in your purchasing, billing, and payment workflows. This could include subcontractors, suppliers, permitting agencies, engineers, or any external party you do business ...