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inTouch Action Tool

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Description

Users can override the User Level Profile settings at the lead level by selecting the inTouch Action Tool for a specific lead.

Instructions

  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. 

  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.

  6. Repeat the selection process for the Email dropdown.

  7. Click Update to apply the changes.

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