Manually Change a Prospect’s Opt-In Status

If a prospect asks to be opted in or out of receiving marketing emails, you can complete their request manually. When a prospect syncs with Salesforce, Account Engagement records the opt-in status from the most recently updated record.

Required Editions

User Permissions Needed
To opt in prospects:	Account Engagement Administrator role or custom role with Update Opted Out field permission

Important

Make sure that you follow the Account Engagement Permission Based Marketing Policy and applicable marketing and privacy laws when opting in prospects.

1. Open a prospect, lead, or contact record.
2. Update the fields.
   • On a lead or contact record, deselect Email Opt Out.
   • On prospect record, click Mailability Fields, and then click the Opted Out dropdown menu. To opt in a prospect, select False. To opt out a prospect, select True.
3. Save your changes.

After you opt a prospect in or out, their mailability status is updated on the prospect record.