How can I mark a lead/phone number as Do Not Text?

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Managers can mark a lead or specific phone number as Do Not Text from the Text Messaging dashboard to prevent outbound text messages.
Location in Ricochet: Text Messaging

Description

This article walks Admin/Branch Managers through the process of marking a lead or phone number as Do Not Text from the Text Messaging dashboard. It covers how to apply the Do Not Text status, what confirmation is required, and how texting can be re-enabled if the lead opts back in.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To mark a lead to not be texted, click Text Messaging

2. Click the brown "power" button

3. Click Ok to confirm marking the lead to not be texted.

NOTE: If you want to have the lead start texting you again, they will need to reply with the word "START" to permit texting along with the removal of the Do Not Text tag on the lead record.