FlashDialler provides a method for ensuring you do not call Companies or Contacts that have requested not to be called. To configure this, you will need to progress through the following steps:
- Create ConnectWise Manage custom fields for the Company and Contact records. These are the fields that FlashDialler will populate when a Contact or Company requests not to be called. Watch support video
- Update FlashDialler so it's aware of the new custom fields. Watch support video
- Configure the relevant Campaign Outcomes to display the opt-out option. Watch support video
Once the following steps have been taken, checkboxes will display when the call is closed for the selected Outcome. You can choose to just opt-out the selected Contact or opt-out at Company level Watch example video
FlashDialler will never serve a call for a Contact or Company that has opted-out from receiving calls.