The person status feature offers quick information about the prospect based off of previous actions. The status keeps you up-to-date on your communication with that person on whether the person's email address is correct, whether you've previously had success with the individual, or even if they've entirely opted out of communication.
SalesLoft keeps you well informed about person status updates with specific labels on the people page and icons located at the top of the person's profile page.
In this article, you will learn about the different person status options, including:
- Bounced
- Do Not Contact
- Contact Restrictions
- European Union (EU) Resident
- Out of Office Detection
- Star
- Success
Bounced
A bounced person status means that a previous email to this person resulted in a bounce back. Salesloft allows one hard bounce or two "soft" bounces before marking someone as bounced. To learn more, check out "How Are Bounces Tracked?"
If a bounce is detected, the bounced label can be found on the People page, below the Status column.
The bounce icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Do Not Contact
Marking a Person as Do Not Contact (aka DNC) inside SalesLoft prevents any and all communication, as well as prevent the ability for a prospect to be added to any cadence. Removes a person from all cadences and stops users from any future communication with the contact. If a person opts-out of email communications, they are marked as Do Not Contact.
Things to Note: Marking someone as Do Not Contact is the recommended alternative to deleting the person since all of the data remains in SalesLoft but you won't mistakenly reach out to the person.
If Do Not Contact has been selected by a SalesLoft user or by the person opting out of communication, the DNC label can be found on the People page, below the Status column. 
The DNC icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Contact Restrictions
Contact restrictions disable specific methods of communication for people. Unlike the blanketed Do Not Contact option, contact restrictions still allow to communicate with people in SalesLoft via other methods.
So, if someone says, "Never call me" or, "I don't check my email ever," you can block off that contact method, and keep your efforts on focussed on their preferred communication style.
To edit a person's contact settings, follow these steps:
- Go to the person's profile page
- In the Person Panel (upper right corner), click the ellipses icon to open the Person Panel Actions.
- Select Do Not Contact.
- Choose the contact restriction from the following options:
- Do Not Contact: The Do Not Contact setting will always take precedent over the other contact restrictions if it is marked.
- Restrict Calls: Removes the ability to call the person. When calls are restricted, the following features will be disabled:
- The Call Quick Action button on the person's profile page
- The click-to-call functionality from the phone number in the contact info will no longer be a hyperlink.
- If this person enters a call step in any cadence, that step will be automatically skipped.
- Restrict Emails: Removes the ability to email the person. When emails are restricted, the following features will be disabled:
- The Email Quick Action button on the person's profile page
- The email address in the contact info will no longer be a hyperlink, removing the click-to-email function
- If this person enters an email step in any cadence, that step will be automatically skipped.
Things to Note: A Person can be marked both Do Not Call and Do Not Email at the same time. This scenario would prevent phone calls and emails to the prospect, but it would still allow that Person to be added to cadences and contacted via other means, i.e. LinkedIn, Twitter, direct mail, etc.
If either contact restriction has been selected for a person, the restriction label can be found on the People page, below the Status column.
The Restrict icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
European Union (EU) Resident
People who are marked as EU Residents have open tracking, click tracking, and Live Website Tracking disabled by default.
Things to Note: The Mark as EU Resident option must be enabled by an Admin from Roles and Permissions.
Since EU Residents have email restrictions put in place, it's important for SalesLoft users to be aware of people who have been marked as EU residents. SalesLoft identifies EU Residents with the following notifications:
Person Panel Icon
People marked as EU Residents will display the shield icon on the top status line of the person panel on the person's profile page.
When a Person is marked (or unmarked) as an EU Resident, the event is logged in the activity feed.
Disabled Open and Click Tracking
Depending on the team's privacy settings, open tracking and click tracking are disabled when sending emails to a Person marked as an EU Resident.
When users send an email to a person marked as an EU resident, the click and open tracking icons will be grayed on. This means tracking has been disabled for those features. If you hover over the icons, a pop up label will explain that the tracking has been disabled due to the person being an EU resident.
Person Page Status
If a person has been marked as an EU Resident by a SalesLoft user, the EU label can be found on the People page, below the Status column.
The DNC icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Out Of Office Detection
Out of office (OOO) detection keeps you from repeatedly reaching out to prospects who are less likely to connect (let's be honest, if a prospect is on a beach somewhere, they probably want to disengage as much as possible).
Whenever someone on your team receives an automatic out of office message from a prospect, SalesLoft puts an out of office icon on the person's profile page and within each action window, meaning cadence steps, one-off emails, or phone calls, to keep you aware of the prospect's status.
Things to Note: OOO responses will not remove people from cadences that have the Automatically remove people from this cadence if they reply to one of my emails cadence setting enabled.
If you try to contact a person who is out of office, you will see the out of office notification within your email or call window. The notification contains the green palm tree icon along with the date that the user was detected as out of office. The icon will remain on the person for seven (7) consecutive calendar days.
Star
The star icon denotes a SalesLoft “favorite” person. If a person has been “starred” the star icon will be filled in.
If a person has been starred by a SalesLoft user, the star icon will be highlighted to the left of the person's name on the People page.
The star icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Success
People who have been marked as success have reached the ultimate outcome through SalesLoft. As a team, you will determined what it means for a person to reach "Success". Is booking a demo a success? Maybe receiving a signed contract is your team's success point?
If a success has been logged, the Success label can be found on the People page, below the Status column.
The success icon will also appear in the upper right corner of the Person Panel on the Person's Profile Page.
Comments
0 comments
Please sign in to leave a comment.