Overview
What is Do Not Touch (DNT)?
Do Not Touch is a feature that lets you mark specific companies or contacts so that you and your team avoid engaging with them. It adds a clear visual indicator and allows you to filter these records, helping you stay compliant with internal rules and avoid mistakes. This is only a visual cue. It does not automatically exclude these records from workflows or agent actions (yet).
When should I use it?
When you want a visual reminder not to engage current customers, churned customers, or other sensitive accounts.
When you want to filter out the companies that shouldn’t be processed before launching workflows/agents.
When you want to upload a list of accounts/contacts that are, for some reason, not in the CRM but shouldn’t be processed by agents, it’s important for the contact finder to know what contacts you already have in order to avoid looking for the same prospects that you already have.
Step-by-Step Guides
Mark Accounts/Contacts as Do Not Touch from the Accounts/Contacts list
Use this method to quickly mark one or more companies as Do Not Touch from your main account list.
Go to Accounts/Contacts.
Select the Accounts/Contacts you want to mark as Do Not Touch.
Click "Other Actions."
Click "Add to Do Not Touch."
The selected Accounts/Contacts will now display a Do Not Touch icon next to their names.
Mark an Account/Contact as Do Not Touch from the specific Account/Contact page
Use this method to mark a single account/contact as Do Not Touch from its profile page.
Open the profile of the account/contact you want to mark.
Click the three dots (options menu).
Click "Add to Do Not Touch."
The account/contact will now show the Do Not Touch indicator.
Mark Accounts/Contacts as Do Not Touch During CSV Upload
Use this method to mark multiple accounts/contacts as Do Not Touch in bulk.
Click the "Add New" button.
Choose "Upload CSV."
Upload your CSV file containing the accounts/contacts.
Toggle the "Add to Do Not Touch" option during the upload process.
Remove Do Not Touch Status
To remove the Do Not Touch status, follow the same steps as adding it, but click "Remove from Do Not Touch."
Examples
If you have a list of churned customers, upload them via CSV and toggle "Add to Do Not Touch" to prevent future outreach & also add a tag “Churned”.
If you spot a competitor in your account list, select it and add to Do Not Touch to avoid accidental engagement, also add a tag “Competitor”.
FAQ
What does Do Not Touch do?
Do Not Touch adds a visual indicator to companies or contacts and allows you to filter them out.
Can I filter for Do Not Touch companies or contacts?
Yes, you can filter your lists to show only records marked as Do Not Touch OR to completely exclude accounts/contacts marked as Do Not Touch.
Can I remove the Do Not Touch status later?
Yes, you can always remove companies or contacts from Do Not Touch if needed.
Does Do Not Touch prevent all actions?
Do Not Touch is mainly a visual and filtering tool. It prevents automatic processing at the time of creation, but manual actions may still process these records unless removed from Do Not Touch.
What happens when an account is marked as Do Not Touch during creation?
No agents or tasks are triggered automatically for that account. Automation is suppressed at the point of creation.
What happens if an account is marked as Do Not Touch after creation?
If you manually launch a workflow on an account marked as Do Not Touch after creation, agents and tasks will still execute. Do Not Touch only prevents automation at creation.
Additional Notes & Tips
The Do Not Touch icon is a clear visual cue for sales teams to avoid certain accounts or contacts.
Do Not Touch is a visual and filtering tool, not a hard block on all actions.