Customers who express not to be contact via one or multiple communication methods can have their profile marked as unsubscribed so all users accessing the customer profile are aware of the customer's preferences.

To unsubscribe a customer from a communication method (phone, email, text, or mail) open their customer deal card and click on the drivers license symbol in the upper left to access their customer contact card.
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Click the arrow to the right of the customer's name.
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Select the communication method that needs to be unsubscribed.

When a customer has been unsubscribed from phone calls the following message will appear when trying to make or log a call.

When a customer has been unsubscribed from email the following message will appear when trying to compose an email.

Customers can unsubscribe themselves from email communication by clicking the unsubscribe option on any email received with an unsubscribe link.

When a customer has been manually unsubscribed from texts the following message will appear.

Customers who opt out of text will have the following message appear stating the phone number that has been opted out and what number the customer must text the word START or UNSTOP to in order to opt back in. Customer's who have opted out of texting cannot be re-subscribed manually.

Since there isn't a physical mail activity tab there is not a notice that a customer has been unsubscribed from physical mail on the customer deal card. Users will need to check the customer contact card.

Resubscribe a Customer