Prevent sales reps from texting referral leads with tags
Prevent sales reps from texting referral leads with tags
Sales reps adding referral-source contacts risk compliance when those leads get unintended texts. This flow tags new contacts as no-SMS so reps exclude them from texting and maintain compliant outreach.
Overview
Sales reps sometimes text referral-source leads by mistake, creating compliance risk and customer complaints. This workflow flags those contacts as no-SMS at creation, eliminating mistaken SMS sends and keeping outreach compliant. Reps then know which channels to use so follow-ups stay consistent and complaint-free.
Notable Features
- Flag referral leads at creation
- Prevent text sends to flagged contacts
- Add visible no-SMS tag on record