Permissions, Communication Preferences, and Call Suppression Management

Achieve sales targets in a manner consistent with the customer's willingness to communicate and applicable arrangements.

In telemarketing, having a callable phone number doesn't always guarantee the right to call. The source of permission, purpose of communication, channel preference, validity period, and requests not to be called must be recorded.

Since rules can vary by country, customer type, search method, and campaign, the system should offer a flexible but verifiable compliance model.

Records that need to be managed

  • Permission to communicate and source of acquisition.
  • Permission date, scope, and channel.
  • The customer's preferred days and times.
  • Company-specific opt-out policy
  • National or sectoral suppression lists
  • Rejection for a specific campaign or purpose.
  • Permission withdrawal and request date
  • Exception or basis of existing relationship

Pre-search suitability check

  • The number must be valid and belong to the customer.
  • Compliance of the campaign with the permit.
  • Availability of the day and time of the call
  • Last search and attempt count limits
  • No search or complaint record
  • Additional conditions for automatic or pre-recorded searches.
  • Country and region-based regulations

The request not to be contacted will be processed during the interview.

When a customer indicates they do not wish to be contacted, the representative should be able to record this easily and promptly. The request should affect not only the relevant list but also future campaigns and external service providers within the defined scope.

Audit and evidence

  • The source that creates and modifies the permission.
  • The result of the suitability check during the search.
  • List and rule version used
  • Representative statements and customer requests
  • Printing updates and transfer logs
  • Compliance violations and corrective actions

Manage customer preferences not as an obstacle to sales, but as a fundamental principle for reliable and sustainable communication.

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