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Users can override the User Level Profile settings at the lead level by selecting the inTouch Action Tool for a specific lead.
Instructions
Open inFlow and select a lead.
Click inFlow 2.0 from the inFlow dropdown list.
Select an item from the Lists, Queues, or Workflows options. In this example, we are selecting the New Lead workflow.
Select a lead from the list of leads that opens in the Record List Panel to the right. In this example, we are selecting the first lead (Mae Roberts) from the list.
Click the inTouch Action Tool icon on the Action Toolbar.
The Lead Communication Preferences Tools toolbar in the Record Details Panel that opens to the right.
The inTouch Action Override popup window opens.
Set the Receive Email and Receive Text Messages toggles as desired .Click and click Update to apply the changes.
A green notification appears in the top right corner confirming the successful update.
| Info |
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Auto-removed if email returns to Insellerate as bounced, dropped, or spam When Insellerate receives a message that an email address bounced, dropped, or was designated as spam, the email address is removed from future email sends from Insellerate. This helps 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. |