Penny is all about communication and communication-based tasks. Sometimes, your contacts might not want to be contacted and that's ok! Here is how you can mark your contacts with "Do Not Contact".👇

1 - Open your contact's profile card

🔥 Hot Tip 🔥 You can do this by going to "Contacts" and then using the search bar at the top right to search by name

2 - Under the "Details" tab, click the "Do Not Contact" toggle to turn it on.

That's it 🎉

When Do Not Contact is toggled on a contact's profile card, all tasks such as Prospecting tasks such as Reachouts and Follow-ups, and Customer Care tasks (Thank You, Check-in, Subscription Reminders, Reconnects, etc.) will be removed and will stop being populated in the Daily. Penny will also stop generating future tasks.

The option to communicate with the customer is disabled with a note that the customer has asked not to be contacted 👇

🔥 Hot Tip 🔥 To update the "Do Not Contact" toggle you can click on "Update" or go to Profile Card and turn the toggle on/off.

Anyone you've marked as "Do Not Contact" will always be greyed out. Penny will always remind you that the contact does not want to be contacted so you don't forget 🚀

🔥 Hot Tip 🔥 If 'Do Not Contact' is toggled on, your contacts won't appear in custom lists. Even if you search for them to add manually, you won't be able to until you toggle off the 'Do Not Contact' option in their profile.