Flagging Bad Contacts
If you find any bad data in our contacts database, we want to know about it!
We put the flagging feature in the Make Contact menu-- since you probably won't know the contact is bad until you attempt to make contact with a potential client. If you learn that someone doesn't work at that bank anymore, or if their email or phone number are inaccurate, you can flag it right from this screen.
You'll see the Make Contact menu on the right float menu while you are looking at any bank record.
After clicking Make Contact. You can now flag bad contact info by clicking the flag icon on the top right hand side of any contact and selecting the reason for the flag: Bad Email, Bad Phone, No Longer with Company or Other.
Once a contact has been flagged, it is sent to our contact managers who will either delete or update the contact information.
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