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How to Mark a Client as Do Not Market To Client

Overview

 This tutorial explains how to mark a client as "Do Not Market To Client".

How is the "Do Not Market To Client" Option Used?

The "Do Not Market To Client" option prevents the client from receiving CloudAlerts emails or text messages and automatically excludes them from being included in a marketing campaign. The option is also visible when the client is edited.

How to Mark a Client as Do Not Market To Client

  1. Edit a client, prospective client or lead
    1. Click here for a tutorial How to Create/Edit a Client
  2. Click the List menu option
  3. Click the Do Not Market To Client menu item
  4. Click the Save button