Do Not Contact and Contact Restrictions

Contact restrictions disable methods of communication for People in SalesLoft. In other words, 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. 

SalesLoft has specific options for contact restrictions based on the type of communication that is restricted. 

In this article, you will learn about the different contact restrictions options and features, including: 

• Do Not Contact
• Restrict Calls
• Restrict Emails
• Restrict Messages
• Edit Contact Restrictions

Do Not Contact

Marking a Person as Do Not Contact (aka DNC) inside SalesLoft prevents any and all communication to that Person. 

A Person can be marked as Do Not Contact by opting-out of email communications or when a SalesLoft user (like yourself) manually edits the Persons contact restrictions to Do Not Contact per their suggestion. 

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 someone is marked as Do Not Contact, the following will apply: 

• Email is disabled, 
• Calling is disabled
• The Person cannot be added to any Cadence
• The Person is removed from all Cadences

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. 

Restrict Calls

The restrict calls contact restriction removes the ability to call that 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. 

Once this restriction has been selected, the label will appear on the Person's profile and status. 

Restrict Emails

The restrict emails contact restriction removes the ability to email that 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. 

Once this restriction has been selected, the label will appear on the Person's profile and status. 

Restrict Messages

The restrict messages contact restriction removes the ability to send SMS texts through SalesLoft to that Person. 

Edit Contact Restrictions

To edit a Person's contact restrictions, follow these steps:

1. Go to the Person's profile page.
2. In the Person Panel (upper right corner), click the ellipses icon to open the Person Panel Actions. 
3. Select Do Not Contact.
4. 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
   • Restrict Emails
   • Restrict Messages

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.