Do Not Call / Do Not Contact

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Ben Lightner
Ben Lightner Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

For leads that specifically request that we "remove them from our call list", how do we categorize those leads/accounts?

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  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited February 2022 #2
    Options

    Couple options that would likely be created on the person record.

    1. Use the label field with an option of 'Do not call'
    2. Create a custom person details field (single option field type): Phone contact - Yes, No.

    Hope that gives some clarity.

  • Nancy Vamvakas
    Nancy Vamvakas Member Posts: 30
    First Comment
    edited January 2021 #3
    Options
    Brad Krause said:

    Couple options that would likely be created on the person record.

    1. Use the label field with an option of 'Do not call'
    2. Create a custom person details field (single option field type): Phone contact - Yes, No.

    Hope that gives some clarity.

    Yeah we did this some time ago. .. Works ok but would be helpful for a field such as this to be able to have a coloured border (eg red) when the field is set to yes.  (I guess that is another feature request for fields generally ... 'colour highlights' based on field entries (similar to the functions available in excel)

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
    5 Up Votes First Comment
    edited January 2021 #4
    Options
    Brad Krause said:

    Couple options that would likely be created on the person record.

    1. Use the label field with an option of 'Do not call'
    2. Create a custom person details field (single option field type): Phone contact - Yes, No.

    Hope that gives some clarity.

    You are aware that the label fields are colored? And probably an appropriate field type to use as a do not call because it is so prominent. 

    image

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