Note an External Contact’s survey opt-out preference
Some people prefer to avoid follow-up surveys. If an External Contact lets you know that they would prefer to opt out, you can note their preference.
To note an External Contact’s opt-out preference during an interaction with a verified External Contact, use these steps:
- On the profile tab, to the right of the contact’s name, click More and select Edit Contact.
- Scroll down and enable Opt out of surveys.
To note an External Contact’s opt-out preference outside an active interaction, use these steps:
- Edit the contact record.
- In the Surveys section, enable Opt out of surveys.