/
Classic - inTouch Action Tool

Classic - inTouch Action Tool

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 Lead Communication Preferences popup window opens.

    image-20240113-000146.png

     

  4. Set the Receive Email and Receive Text Messages toggles as desired.

  5. Click Update to apply the changes.

    image-20240113-000353.png

     

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.

Related content