If the prospect does not wish to receive any more emails, then you can have them opt out from receiving emails.
The Opt Out option can be done in the Prospect Information window which can be accessed from the following tabs:
- TruCadence » Cadences tab » View Cadence » Prospects tab
- TruCadence » Prospects tab
- TruCadence » Pending Calls tab
- TruCadence » To-Do tab
- TruCadence » Accounts tab » Edit Accounts » Prospects tab
After the Prospect Information window pops up, click on the Edit button and select the ‘Optout Flag’ box under the Prospect Custom Fields section. Click Save to save the changes.
Any prospects that have opted out will show an icon next to their name in the prospects list page. Even if the selected prospect is assigned to a Cadence containing an Email Touch, no emails will be sent to this prospect.
Please contact ConnectLeader Support for any questions at email@example.com or 603-952-2505.