Salesloft allows you to set contact restrictions  for individual People, ensuring that you respect their communication preferences. You can restrict contact via phone calls, emails, and text messages.

In this article, you will learn how to set up contact restrictions for a Person in Salesloft:

• Before You Update a Person’s Contact Restrictions
• (Video) How to Update a Person’s Contact Restrictions
• Update Contact Restriction Instructions
• Additional Information: Update Contact Restrictions for a Person
• Next Steps

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Before You Update a Person’s Contact Restrictions

• You must have a Salesloft account with permission to edit People. This permission is enabled by default for the standard Salesloft admin and user roles. 
• Contact Restrictions include the following options: 
  
  • Restrict Calls
  • Restricts Emails
  • Restrict Texts

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(Video) How to Update a Person’s Contact Restrictions

Watch this quick video to learn how to update a Person’s Contact Restrictions: 

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Update a Person's Contact Restrictions Instructions

Method 1: From the People Page

The People Page shows a full list of your leads and contacts and allows you to manage their contact restrictions, including: 

• Mark a Person as Do Not Contact
• Limit contact via phone calls, text, and/or emails

To manage a Person’s contact restrictions from the People page, follow these steps:

1. Navigate to the People page.
2. Find the Person whose contact restrictions you want to manage and check the box beside their name. You can also select multiple People to manage all of their contact restrictions at once.
3. Select More from the menu options, then choose Do Not Contact. The Do Not Contact status window will appear.
4. Select or de-select the contact restriction options.
   • Restrict Calls
   • Restrict Emails
   • Restrict Texts 
5. Click Update Status. The contact restriction will be added/removed. 

 

Method 2: From the Person Profile Page

You can manage a Person’s contact restrictions from the Person profile page. Managing a Person’s contact restrictions includes adding restrictions, or marking a Person as Do Not Contact. It also includes removing contact restrictions. 

To manage a Person’s contact restrictions from their Person profile page, follow these steps: 

1. Go to the Person’s Profile page. 
2. In the Person Information Panel (upper right corner), click the ellipses icon to open the Person Panel Actions. 
3. Select Do Not Contact. The Do Not Contact menu will open. 
4. Select or deselect the following contact restriction options:
   • Restrict Calls
   • Restrict Emails
   • Restrict Texts 
5. Click Update Status. The contact restriction(s) will be added/removed. 

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Additional Information: Update Contact Restrictions for a Person

• The "Do Not Contact" setting overrides other contact restrictions.
• You can combine restrictions (e.g., "Do Not Call" and "Do Not Email"). 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.
• Respect contact restrictions unless the Person explicitly requests a change.

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Next Steps

• Admins/Managers: Communicate with your team about any contact restrictions in place. 
• Users: Review your People records and set appropriate contact restrictions.