Leads and Customers can request their phone numbers get removed from receiving auto calls & texts from Storable CRM. These requests can be initiated by Leads or Customers by replying "Stop" to inbound texts or system users at the request of a Lead or Customer. The purpose of this guide is to explain how to view these excluded numbers.
Access
(A) Settings - Click to access all your available administrative settings.
(B) TXT Opt Out - Click to open your Text Opt Out settings.
(C) View Exclusion List - Click to view the full list of excluded phone numbers organized by your location(s).
Exclusion List
(D) Filter by Location - Click the dropdown to select a location. Once you have selected a new location, the list will automatically update.
(E) Search - Enter to search for a specific number at the selected location (D). The list will dynamically update as you enter digits.
(F) Phone Number - This lists the phone number that is excluded from calls and texts.
(G) Date Excluded - This indicates when the exclusion request was created.
(H) Location - This is the location where the Lead or Customer record associated with the phone number is located.
(I) Excluded By - This shows who initiated the exclusion request. Exclusion requests can be initiated by the Lead or Customer or the system on behalf of the Lead or Customer. Note: Exclusion requests are removed when a Lead moves in and becomes a Tenant.