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Rebecca Kornblum

Jack Friend

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  1. Open inFlow and select a lead.

  2. Click the inTouch Action icon on the Action Toolbar.

  3. The inTouch Action Override popup window opens. The Lead Level Control settings are set to the default, No Selection, which means the User Profile Settings will be used. 

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  4. Click the drop-down menu for SMS.

  5. Select None, Yes, or No to determine if SMS marketing will be sent for that lead.
    Note: Any settings added/updated in the inTouch Action Override popup will be applied to the lead.

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  6. Repeat the selection process for the Email dropdown.

  7. Click Update to apply the changes.

Info

Auto Removed if email returns to Insellerate as bounced / dropped / Spam: When Insellerate receives back a message from email providers that an email address Bounced, Dropped, or was designated as Spam, that contact’s “Email” inTouch Action Override will automatically change to “No” and the email address will be removed from future email sends out of Insellerate. This will help improve deliverability rates over time. If the contact does make changes to receive your emails, then users will be able to “reactivate” the email address by changing the “InTouch Action Override” for the lead to “Yes”.