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How to use the Do Not Contact Feature
How to use the Do Not Contact Feature
Do you have customers or prospects who do not want to be contacted? This article will show you how to mark them as "Do Not Contact".
Stella avatar
Written by Stella
Updated this week

PULSE by Penny is all about communication and communication-based tasks. Sometimes, your contacts might not want to be contacted and that's ok! Here is how you can mark your contacts with "Do Not Contact".πŸ‘‡

How to turn On/Off the Do Not Contact Toggle

1 - Open your contact's profile card

πŸ”₯ Hot Tip πŸ”₯ You can do this by going to "Contacts" and then using the search bar at the top right to search by name

2 - Under the "Details" tab click on the "Do Not Contact" toggle to turn it on.

That's it πŸŽ‰

Will PULSE by Penny remind me not to contact them?

Yes! PULSE by Penny still wants to show you the Customer Care tasks so you know what's being ordered.

Prospects with the "Do Not Contact" activated will not be assigned any future tasks and any existing tasks will be removed.

When you go to complete the task, this is how it will look πŸ‘‡

πŸ”₯ Hot Tip πŸ”₯ To update the "Do Not Contact" toggle you can click on "Update" or go to Profile Card and turn the toggle on/off.

Looking to send content?

Anyone you've marked as "Do Not Contact" will always be greyed out. PULSE by Penny will always remind you that the contact does not want to be contacted so you don't forget πŸš€

πŸ”₯ Hot Tip πŸ”₯ Filters for Custom lists will not include anyone who has "Do Not Contact" turned on.

Any product images shown are for illustration purposes only and may not be an exact representation of the product.

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