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Marking a Record as "Do Not Contact" in the CRM

Step 1

Log in to management.webCemeteries.com

Step 2

Hover over "CRM" on the left side menu and click "Contacts & Customers".

Step 3

Search for the customer you wish to mark as “Do Not Contact.”

Step 4

Click on the customer you wish to change. On their profile, click “Edit.”

Step 5

Click on the toggle next to “Do Not Contact” so that it toggles to the right and lights up in bright orange. You can also add a reason. Click “SAVE” to save your changes.