Auto-Disable Two Communication Preferences When Lead Status Is Changed to Do Not Contact

 

Why This Feature Matters

 

 

This automation prevents unintended outreach to leads who no longer wish to be contacted:

 

• Ensures marketing compliance and respects lead preferences

• Reduces the risk of violating communication boundaries

• Helps keep your team aligned and reduces manual errors

 

 

 

Step-by-Step Instructions

 

 

When You Change a Lead’s Status to “Do Not Contact”:

 

1. Update the lead’s status to Do Not Contact.

2. An overlay will appear confirming that two preferences (Marketing Emails and Text Messages) will be disabled.

3. Confirm the overlay to proceed.

4. A system note will be logged on the lead detail page.

 

 

What Happens in the Background:

 

• Communication Preferences for Marketing Emails and Text Messages are auto-disabled.

• Preferences for E-Alerts and Market Updates & Property Notifications are not affected.

 

 

When You Change the Status From Do Not Contact to Another Status:

 

• The previously disabled preferences (Marketing Emails and Text Messages) will remain disabled.

• A manual re-enable is required if you wish to resume those communication channels.

• A confirmation overlay will again notify the User of this behavior.

 

 

 

Best Practices

 

 

• Always confirm overlays to ensure communication preferences are properly updated.

• Review communication preferences when a lead status is changed from Do Not Contact.

• Train team members to manually re-enable preferences only when the lead consents.

 

 

 

Troubleshooting Common Issues

 

 

Issue: Lead isn’t receiving marketing emails or texts after being marked “Do Not Contact” and later reactivated.

Fix: Check and manually re-enable their communication preferences in the lead detail page.

 

Issue: Confusion over why certain preferences weren’t disabled.

Fix: Only Marketing Emails and Text Messages are auto-disabled—not E-Alerts or Market Updates.

 

 

FAQs

 

 

Q: Which preferences are automatically disabled?

A: Only Marketing Emails and Text Messages are auto-disabled when status is set to Do Not Contact.

 

Q: What if I change the lead status back?

A: Preferences remain disabled until manually re-enabled by a User.

 

Q: Will the system log changes?

A: Yes, a system note is added to the lead’s detail page confirming the auto-disable action.