Overview
When new leads are added to SalesExec, the system automatically evaluates them against your Do Not Contact (DNC) list (unless the check is disabled). Based on DNC flags, SalesExec will block certain actions, such as calling, emailing, or texting leads.
Key Functionality
Do Not Phone
Performs exact-match checks on phone numbers. Leads flagged will not be distributed via Pull, used in RingResponse dialing, or called from SalesExec, Lead Details, or Power Dial screens.Do Not Email
Prevents any email from being sent to leads marked Do Not Email.Do Not Text (SMS)
Blocks SMS messages to leads flagged Do Not Text.SMS Opt-In Status Tracking
The DNC repository also tracks SMS opt-in status by phone number:Sent — the opt-in message was sent
Not Sent — opt-in message has not been sent
Accepted — the number replied START
Rejected — the number replied STOP
Automatic Opt-In Request Behavior
Even if a lead is not flagged Do Not Text, SalesExec will still send an SMS opt-in request to the phone number.
How to Use This Feature
As new leads are imported or created, SalesExec automatically runs DNC checks (no manual action needed).
For a given lead:
If the phone number matches a DNC “Do Not Phone” entry, calling/distribution actions are blocked.
If flagged Do Not Email, email sending is disabled.
If flagged Do Not Text, SMS messages are blocked.
For SMS messages, SalesExec tracks opt-in status and sends the opt-in request when appropriate.
Best Practices
Ensure your DNC list is accurate and up to date to avoid false rejections.
Monitor lead creation logs or alerts to detect if records are being blocked unexpectedly.
When using SMS, understand that opt-in requests are always sent, even for leads not marked Do Not Text.
Train users on how DNC flags affect communication methods (calls, emails, texts).
Troubleshooting
Lead allowed to be called but should be blocked
→ Confirm that a Do Not Phone record exists for that phone number in your DNC list.Lead allowed to receive emails despite Do Not Email flag
→ Check that the lead’s email exactly matches the DNC repository, and verify that email checks aren’t disabled.SMS sent to lead flagged Do Not Text
→ Review opt-in logic and DNC flag settings; ensure the lead is correctly flagged in the DNC repository.Opt-in status doesn’t update or shows “Not Sent”
→ Check that the system is triggering opt-in requests as expected, and that messaging services are operational.