Wesley Raymond Ging asked:
“I pulled a list out of my Agent CRM, but I want to make sure I know which ones have been DNC. Is there a way to find out?”
Answer:
Yes! You can identify and export contacts marked as DNC (Do Not Contact) by adding a DND (Do Not Disturb) column in Agent CRM. This ensures that when you pull a contact list, you can see which contacts are flagged as DNC before reaching out to them.
How to Identify DNC Contacts in Agent CRM
1. Open the Contacts Tab
- Log in to your Agent CRM account.
- Click on Contacts in the left-hand menu.
2. Add the “DND” Column
- Near the top of the Contacts page, click the Columns button.
- A list of available data fields will appear.
- Find and select “DND” (Do Not Disturb).
- The DND status will now be visible as a separate column in your contacts list.
3. Export the List with DNC Information
- Once the DND column is visible, click on Export to download your contact list.
- The exported CSV file will now include a DND column, making it easy to filter out contacts who should not be contacted.
Why This is Important
- Avoid calling or messaging DNC contacts, preventing compliance issues and unwanted interactions.
- Maintain an organized database by tracking which contacts are restricted from outreach.
- Easily filter and sort contacts when managing campaigns and communications.
For a step-by-step video walkthrough, watch the tutorial at the bottom of this page!
More Resources
To further improve your Agent CRM experience, explore these blog posts:
- Blog: Opportunities Just Got Smarter – How to Use the New Pipelines Feature
- Blog: How to Use Branning Bundles on Your Existing Website
- Youtube: Insurance Pipelines – Track & Automate Stages
Watch and Learn
