Overview
SalesExec gives you four tools for your calling policy: State Hours, Shifts and Holiday Calling Restrictions in your distribution settings, and an internal master Do Not Contact List. This article shows where each one is and how to set it up for the SalesExec Dialer (formerly RingResponse). For a product overview, see the SalesExec power dialer software page.
Important
SalesExec provides the tools shown in this article. Your team and counsel decide your calling hours, holidays, call-frequency limits and Do Not Call rules. This article isn't legal advice.
Step 1: Set State Hours in each Pull strategy
Go to More > Settings > Lead Distribution and click the pencil next to a Pull strategy.
In the State Hours panel, click Add. Each new row has a Name, Day buttons (SU to SA), Open and Close times, and a States button that opens the state list (with Select All, Clear All and Keep Changes).
Click Save on the panel. Add as many rows as you need for different states or groups of states.
To reuse rules from another strategy, click Copy From. Then review the destination strategy to confirm the hours copied correctly.
Repeat for every Pull strategy your team uses.
When no rows exist, the panel says: "No state hour restrictions are defined. All states will be callable at any time."
How to Configure "Pull" Lead Distribution says state hours are calculated from the lead's State field and converted to each user's account time zone, and that leads outside the hours are filtered out of the distribution. State Calling Hours tells admins to confirm "whether the settings affect distribution, dialing, or both" and "which calling methods require separate controls." Test both before you go live.
Callouts: 1 – Add, Save and Copy From. 2 – Name of the rule. 3 – Days the rule applies to. 4 – Open and Close times. 5 – States the rule covers.
Step 2: Block holidays
Go to More > Settings > Lead Distribution > Edit Holiday Calling Restrictions. The Holiday Calling Restrictions page has a Holidays table. With no entries, it says "No Holidays are Defined."
Click Add, and enter a Name, a From Date and a To Date.
Click the States button, select the states (or Select All), and click Keep Changes.
Click Save. If you leave the page first, SalesExec warns that unsaved changes will be abandoned.
The date fields show a day and month, such as 05 November, with no year, and there is no option to repeat a holiday each year. Review your holiday entries every year, because holidays such as Thanksgiving fall on different dates. Lead Distribution Administration - Holiday Hours describes how holiday restrictions are applied.
Callouts: 1 – Add and Save. 2 – Holiday name. 3 – From Date and To Date (day and month, no year). 4 – States the holiday applies to.
Step 3: Set Shifts (optional)
In the same Pull strategy, the Shifts panel has a Time Zone list, Day buttons, and Open and Close times for each shift, plus Add, Save and Copy From. The time zone is set on Shifts. The State Hours panel has no time zone setting. Configure Pull Distribution: Shift Hours says shifts turn the Pull strategy on and off on a schedule.
Callouts: 1 – Time Zone for the shift schedule. 2 – Days the shift runs. 3 – Open and Close times.
Step 4: Keep the Do Not Contact List current
Go to More > Settings > Compliance > Do Not Contact List. The settings description reads "Access the master DNC list and import DNC records." The Do Not Contact Info page lists each entry with Do Not Phone, Do Not Email, Do Not Mail, Do Not Knock and Do Not Text SMS toggles, Text SMS Opt-In status and Last Modified. Use Manage Filters to filter the list and Export All to download it.
This is your account's internal master list. SalesExec has no option to check numbers against the National Do Not Call Registry or state registries. If your policy requires registry checks, your team handles them and adds the results to this list.
Callouts: 1 – Add Do Not Contact. 2 – Manage Filters. 3 – Import. 4 – Export All. 5 – Channel flags: Do Not Phone, Do Not Email, Do Not Mail, Do Not Knock, Do Not Text SMS and Text SMS Opt-In.
How SalesExec Checks Do Not Contact (DNC) Compliance for Calls, SMS, and Email explains how SalesExec uses the list. Do Not Phone is an exact match on the phone number, and flagged leads aren't distributed via Pull, used in SalesExec Dialer dialing, or called from SalesExec, Lead Details or the Power Dial screen. Do Not Email and Do Not Text (SMS) block those channels.
Add entries one at a time
Click Add Do Not Contact. Enter the contact's details (First Name, Last Name, Email, Phone, Phone 2, Address, City, State, Postal Code), turn on the channels to block, and click Save and Close or Save and Add Another.
Callouts: 1 – Phone and Phone 2. 2 – Channel toggles: Do Not Phone, Do Not Email, Do Not Mail, Do Not Knock and Do Not Text. 3 – Save and Add Another, or Save and Close.
Import a list
Click Import to open Import for DNC list.
Click Download Sample to get the DNCImport template. Its columns are FirstName, LastName, Email, Phone, Phone2, Address, Address2, City, State, PostalCode, DoNotEmail, DoNotPhone, DoNotMail, DoNotKnock and DoNotText. Enter TRUE or FALSE in each Do Not column.
Click Select File..., choose your file, and click Import and Close. Each file can hold up to 10,000 records.
Callouts: 1 – Select File... to choose your Excel file. 2 – Download Sample for the DNCImport template. 3 – Limit of 10000 records per imported file. 4 – Import and Close.
Record opt-outs from a call
Create a workflow action with the Add to Do Not Contact List operation. When you turn it on, it shows toggles for Do Not Phone, Do Not Text (the label shows "Do Not Tex"), Do Not Email, Do Not Mail and Do Not Knock. Turn on the channels the action should block. You can also turn on Change Status or Workflow to move the lead to a dedicated Do Not Contact status. Compliance - Configure a Do Not Contact Action recommends adding the action to every status.
Callouts: 1 – Add to Do Not Contact List operation. 2 – Do Not Phone set to YES. 3 – Do Not Text, Do Not Email, Do Not Mail and Do Not Knock toggles.
Let other staff add entries
Staff who don't need full SalesExec access can manage entries in the Do Not Contact Portal. See How to Add and Manage Users in the SalesExec Do Not Contact (DNC) Portal and How to Manage Do Not Contact (DNC) Requests in SalesExec.
Keep Do Not Phone leads out of Pull queues
The demo Pull strategies include the criterion DoNotPhone Equals 'False'. How to Configure "Pull" Lead Distribution says this criterion is on every new Pull strategy and keeps leads marked Do Not Phone out of the queue. Keep it in each strategy.
Callouts: 1 – DoNotPhone Equals 'False'. 2 – + Add to add more criteria.
Step 5: Apply your call-frequency limits
SalesExec has no setting labeled as a calls-per-period limit. Use these tools to apply the limits your team and counsel set:
A Calls or Pulls criterion on the Pull strategy limits how many attempts a lead gets.
The Days and Hours on an action's Release Pull operation set the minimum time before a lead can be pulled again. See Configure Actions in a Sales Workflow.
Step 6: Test it
Use test leads with phone numbers you control. Confirm that leads outside the calling window or on a holiday aren't available to pull, and that a Do Not Phone number can't be called from the Power Dial or Lead Details screens. If you call through a phone integration, test those calls too.
Best practices
Add a Do Not Contact action to every workflow status, and train agents to use it.
Audit Do Not Contact Portal users regularly, and give each one only the permissions they need.
Review holiday dates every year.
Tip
Write your state hours and holidays in a spreadsheet, get legal approval, then configure them in SalesExec. Review every strategy after you use Copy From.
FAQ
Does the power dialer call Do Not Phone leads?
How SalesExec Checks Do Not Contact (DNC) Compliance for Calls, SMS, and Email says leads flagged Do Not Phone aren't called from the Power Dial screen.
Does SalesExec check the National Do Not Call Registry?
No. The Do Not Contact List is your internal master list, and SalesExec has no registry-check option. Your team handles registry checks.
Does SalesExec decide which hours are legal?
No. You set the hours, holidays and limits. Your team and counsel decide the rules.
Are SMS opt-outs tracked?
Yes. The Text SMS Opt-In column shows each number's status, such as Not Sent, Sent or Rejected. See Compliance - SMS Text Opt-In and Opt-Out.
Do holiday entries carry a year?
No. The date fields show a day and month with no year, and there's no repeat option. Review your entries every year, because many holidays fall on different dates.
A lead was available outside our calling window. What should I check?
Make sure the hours were saved in the right strategy, and check the lead's State field.