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managing leads that can only be contacted once a year

Question asked by Reanna Pelkey on Oct 9, 2018
Latest reply on Oct 9, 2018 by Denise Greenberg

Hi,

 

My company has a list of leads that can only be contacted once a year. Currently the team that owns this list marks the leads as Email Opt Out = True in our database and then when they send the yearly email they update the Email Opt Out to False temporarily. I don't like the current process because if one of those leads fills out the form to officially opt-out we could be ignoring that when they mass update to False. It is possible that this one list will grow to multiple lists.

 

Does anyone else have a segment/list of leads that can only be contacted x number of times? how do you manage those leads?

 

Thanks,

Reanna

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