How to exclude a lead/tenant from receiving notifications from CallPotential
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1. Bankruptcy Exclusion
Check the box next to Bankruptcy Exclusion on their customer card in order to remove them from all collections contact.
When to Use: When someone is in a bankruptcy situation, there is some legality in contacting them.
2. Click OK
Click OK to activate Bankruptcy Exclusion for this customer.
3. Exclusion Note and Save
Enter a brief note describing why they are being excluded, and click Continue. Success! The customer has been excluded from all collections contact.
4. TXT Opt Out
Check the box next to TXT Opt Out when the customer requests that you stop sending them SMS messages.
When to Use: When a customer requests that you stop sending them SMS (or text messages). For example: a customer who does not have unlimited texting, or cannot receive text messages at all.
5. Click OK
Click OK to activate TXT Opt Out for this customer.
6. Exclusion Note and Save
Enter a brief note describing why they are being excluded, and click Continue. Success! The customer has been excluded from all SMS contact.
7. Auto Exclusion
Check the box next to Auto Exclusion to remove the customer from all automatic events.
When to Use: When someone requests that you only contact them manually, rather than sending them auto-emails, texts, and calls.
8. Click OK
Click OK to activate Auto Exclusion for this customer.
9. Exclusion Note and Save
Enter a brief note describing why they are being excluded, and click Continue. Success! The customer has been excluded from all automatic contact.
10. Customer Req Excl
This exclusion is sent from the customer, so you will not actually check it. If it is checked, it tells you that this customer has responded STOP to an email or SMS message, in order to stop those messages from being sent to them.