How do I unsubscribe a client from email, text messages, or both?

To unsubscribe a client from email, text messages, or both, follow these steps:

Unsubscribing via the CRM:

1. Access the CRM (Customer Relationship Management) System: Log in to your AXLE portal and navigate to the CRM section.
2. Go to Opt-Out: Within the CRM section, look for the ‘Opt-Out’ option. This is where you can manage client preferences related to email and text communication.
3. Enter Client Information: Under the ‘Opt-Out’ section, you will typically find fields to enter the client’s information. Specifically, you can enter their phone number and/or email address.
4. Click Add: After entering the client’s phone number and/or email address, click the ‘Add’ button. This action indicates that you want to unsubscribe the client from email, text messages, or both, depending on the information provided.

By following these steps and entering the client’s information, you can effectively unsubscribe them from email, text messages, or both, based on your preferences and their communication preferences.

This process ensures that your communication with clients aligns with their preferences and complies with unsubscribe requests.