If a prospect does not want to receive calls, emails, texts, or direct mail, you have the ability to mark the prospect as do not contact within WelcomeHome. Each prospect can be marked as "Do not call", "Do not email", "Do not text", or "Do not mail".
Starting on the prospect's profile, navigate to the Prospect tab.
Under the prospect's contact information, there will be four toggles for "Do not call", "Do not email", "Do not mail", and "Do not text":
Your Unit & Deposit tab may be separated and look differently than what is shown in the above screenshot(s). If that is the case, please click the link here to understand the Unit, Deposit & Refunds workflow.
When the toggle is blue, it is indicating that the prospect does not want to be contacted via that method of communication. (So, in the screenshot below, the prospect does not want to be contacted via email).
Once the desired toggles are flipped, click the blue update button at the bottom of the page to save your changes.