Contact preferences
Find the right preference screen before preparing a call or message.
In the CRM: Lead Fusion → OptIns, OptOuts and DND
Choose the list you need
Lead Fusion has three separate preference screens. Use them together with the person’s record so your team understands both earlier interest and later requests.
| Screen | What it shows |
|---|---|
| OptIns | Contacts with an opt-in recorded. |
| OptOuts | Contacts placed in the opt-out list, excluding those shown under DND. |
| DND | Contacts marked Do Not Disturb. |
Keep the request with the record
A group name, discovery result or CSV import does not tell you everything about a person’s communication preferences. Read the contact’s notes and current settings before choosing an audience. If the person requests a change, record it and update the relevant preference controls. Deleting a record is not the same as changing its permission.