How Do I Unsubscribe a Contact?
There are two ways to unsubscribe a contact from receiving your emails:
- Opportunity Details
- Address Book
Search for the contact or opportunity using the search bar at the top of your screen. From here you will be sent to the 'Opportunity Details' page. On this page, you will see a list of contacts in the section 'Contact Info' on the right-hand side of your screen. Once your mouse is over the contact you wish to unsubscribe, click the blue "unsubscribe symbol" to mark the email as unsubscribed. You can also access opportunity details from any stage of the workflow by hovering over the opportunity and clicking on details.
A pop-up will ask you to confirm the action by clicking 'Okay'.
The second way to do this is to look up the contact in your address book. Click 'Shortcuts' at the top of your Pitchbox screen and Select 'Address Book'. You can search for the specific contact that you would like to unsubscribe. Once your mouse is over the contact you want to unsubscribe, click the blue "unsubscribe symbol" to mark the email as unsubscribed.
When you finish unsubscribing a contact, you can check that your actions have been confirmed by the contact being updated with a red "unsubscribe symbol" next to their name in any of the places previously mentioned.