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How to Mark Record as Do Not SMS?

Overview

You may want to mark certain prospect records as 'Do Not SMS' (e.g., for compliance reasons) and have this value synced between Salesforce CRM and Playbooks or remove such records from Playbooks.

Information

Unfortunately, there is no dedicated field that will mark records as Do Not SMS in Playbooks.

However, when you mark a record as Do Not Call, reps will not be able to send SMS to the corresponding contact in Playbooks as well.

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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