Do-Not-Call & consent
Numbers on your Do-Not-Call list are never dialed. When you have documented consent to reach someone anyway, an authorized override lets you — on the record.
How the Do-Not-Call list works
Any number on your Do-Not-Call list is blocked before a call is ever placed — it's checked on every dial, and the block can't be skipped by the dialer. The list is keyed to the phone number, so if the same number appears on several leads, all of them are protected at once.
You can add a number to Do-Not-Call two ways:
- From the lead page — click the toggle next to the lead's name.
- Right after a call — use the "Do Not Call" action on the call's wrap-up.
Overriding a block with documented consent
Sometimes you genuinely have permission to call someone who's on the list — a signed consent form, a written agreement, or an existing business relationship. In that case an authorized user can place a consent override on that one lead. It's deliberately a paperwork step, because it carries legal responsibility:
- Open the lead and click Override.
- Choose the consent basis (signed consent, written consent, existing relationship, etc.).
- Upload the consent document — required. No file, no override.
- Tick the attestation confirming you have documented consent and understand a false statement is your responsibility.
- Save. The lead becomes dialable again — for that one lead only.
Reviewing & revoking overrides
Every override is logged and shows up in the Compliance Monitor for an admin to review — who called whom, on what basis, with the uploaded document attached. If the consent isn't valid, an admin clicks Revoke; the lead immediately goes back on Do-Not-Call. Overrides also carry a 12-month expiry, after which the block re-applies on its own.
What you'll see
- Do-Not-Call toggle on the lead page (turns red when active).
- Override button appearing once a lead is on Do-Not-Call, opening the consent form.
- A DNC Overrides table in the Compliance Monitor with each lead, basis, agent, the attached file, and a Revoke control.
Frequently asked
Can an agent dial a Do-Not-Call number without an override?+
Do I really need to upload a document?+
If a number is on three leads, does an override unlock all three?+
What happens when an override is revoked or expires?+
Who can see the overrides?+
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