Overview:
This feature allows organizations to manage Do Not Contact (DNC) entries for individuals who do not require full ClickPoint access, essentially a lightweight portal for adding or updating DNC records. Navigate to the DNC portal URL (or custom domain) provided by your admin to access it.
Key Functionality:
Access Portal Login — Secure sign-in page (often custom domain).
Add DNC Entry — Modal form to create new Do Not Contact records (phone, email, etc.).
Update Existing Record — Modify settings for how leads flagged as DNC are treated upon re-entry.
Search / Filter Records — Filter by phone number, email, last name, DNC types (Call, Email, SMS).
How to Use This Feature:
Access the Portal
Navigate to the DNC portal URL provided by your ClickPoint admin (e.g. dncportal.sales-exec.net or a custom domain).
Log in using the credentials assigned to you.
Logging into Do Not Contact Portal
Add a Lead to the Do Not Contact List
Click Add Do Not Contact.
Fill in the required information in the modal (phone, email, name, DNC type).
Click Save and Add Another to continue adding, or Save and Close when finished.
Note: You may have a custom domain which is used to access the Do Not Contact Portal. If you are not sure, please be sure to check with your ClickPoint administrator.
Add a new record to Do Not Contact List
Update an Existing Record
Locate the record, then select or click an edit option to change how future leads with that contact are handled (Call, Email, SMS settings).
Update an Existing Record
Searching for a Record
Use Manage Filters to search existing entries (by phone, email, last name, or specific DNC types).
Apply filters to narrow down results and then select the record to view or edit.
Filtering
Best Practices:
Always use the DNC portal when someone requests non-contact via any channel.
Keep DNC entries up to date by regularly reviewing them for duplicates or errors.
Use filters carefully to quickly locate and update specific record types (email, phone, SMS).
Communicate with data entry and lead teams so they check DNC records before contact attempts.
Troubleshooting:
Cannot access portal / login fails
→ Confirm with your admin whether your credentials or domain URL are correct.New entry not saved
→ Ensure all required fields are filled (and formats are valid) before saving.Existing record updates not taking effect
→ Confirm you have permission to modify record settings; check whether system overrides are enabled.Filters return no results or missing records
→ Widen your filter criteria (e.g. remove DNC type filter) or check for possible data entry typos (phone format, email spelling).