Hello there, Saleshandy users!
Learn how to block phone numbers from being dialed, manage Do Not Call lists, and ensure your outreach stays compliant across all calling lines.
Saleshandy's Do Not Call (DNC) feature lets you block specific phone numbers from being called across all calling lines and clients. Manage global or client-specific DNC lists, add numbers manually or via CSV import, and ensure prospects marked as Do Not Call are automatically excluded from all future call tasks.
What is Do Not Call?
The Do Not Call (DNC) feature in Saleshandy Dialer gives you a centralized way to manage phone numbers that should never be contacted. Once a number is added to a Do Not Call list, it is blocked from being called based on the scope of the list, either globally across all clients or restricted to call sequences for a specific client.
This is especially useful when a prospect explicitly requests no further calls, or when a number needs to be excluded from outreach for any other reason. Even after being marked as Do Not Call, other outreach activities, such as emails, LinkedIn tasks, WhatsApp tasks, and custom tasks, can still be carried out for that prospect.
Types of Do Not Contact Lists
Saleshandy supports two types of Do Not Call lists, giving you the flexibility to apply call restrictions either broadly or to a specific client.
Global Do Not Call List
A Global DNC list applies across all clients in your Saleshandy account. Any phone number added to a Global list will be completely blocked from being dialed, manual calls and call
tasks are both restricted. If a call task already exists for that prospect, it will be skipped and moved to the Skipped Tasks list automatically.
By default, a list named Global Do Not Call is already created in your account and is ready to use.
Client-Specific Do Not Call List
A Client-Specific DNC list applies only to call sequences for a selected client. Prospects on this list will be blocked from sequence-based call steps, but users can still make manual calls to them. The restriction only applies to that client's sequences and does not affect outreach under other clients.
In both cases, other outreach activities: emails, LinkedIn tasks, WhatsApp, and custom tasks
remain available for the prospect regardless of their Do Not Call status.
Why are Do Not Call Lists Important?
Do Not Call lists are a critical part of responsible outbound calling. Here is why maintaining them matters:
Prospect trust: Honoring a prospect's request to not be called builds credibility and protects your brand reputation.
Compliance readiness: Keeping a clean DNC list helps your organization stay aligned with internal outreach policies and reduces the risk of contacting numbers that should not be called.
Cleaner pipelines: DNC numbers are automatically excluded from call tasks, so your team only spends time on prospects who are open to being contacted.
How to Mark a Prospect as Do Not Call?
You can mark a prospect as Do Not Call from three different places in Saleshandy. Once marked, a Do Not Call label is added as a suffix to the prospect's name across the platform, making it easy to identify them at a glance.
From the Call Log Detail Page
Navigate to Call logs in Dialer
Open the Call Log Detail Page for the relevant call
In the Prospect Profile section, click Do Not Call.
A modal opens to select the DNC list you want to add the prospect to.
Click Save. The prospect is added to the selected DNC list.
The label appears on a prospect's detailed profile:
From the Task Detail Page
Go to Tasks in the left sidebar.
Click on the relevant call task to open the Task Detail Sidebar.
Click Do Not Call.
A modal opens to select the DNC list you want to add the prospect to.
Click Save. The prospect is added to the selected DNC list.
From the Call Completion Modal
Once a call ends, the Call Completion Modal appears.
Click Do Not Call.
A modal opens to select the DNC list you want to add the prospect to.
Click Save. The prospect is added to the selected DNC list.
What Happens When a Prospect Is marked As Do Not Call?
The prospect is added to the selected DNC list.
Global
Client-Specific
Based on the list type, calling restrictions are applied accordingly. Any existing call tasks are skipped (for Global lists) or blocked from sequences (for Client-Specific lists). A Do Not Call label appears as a suffix next to their name across the platform. Other outreach activities like email, LinkedIn, WhatsApp, and custom tasks remain available.
How to Manage the Do Not Call List?
The Do Not Call module is available under Settings and gives you full control over your DNC lists: create new lists, add numbers manually or via CSV, search, export, and delete entries.
To access it: Go to Settings > Do Not Call List
The Do Not Call index page shows all DNC lists created in your account.
Creating a New Do Not Call List
Click the Add List button on the top right of the index page.
A modal opens. Enter a List Name (must be unique, duplicates are not allowed).
Under Applicable to, select one of the following:
All Clients (Global): Numbers in this list will be blocked across all clients.
Specific Client: A dropdown appears to select a client. Numbers are blocked for that client only.
Click Save. The new list is created and its detail page opens so you can start adding numbers.
Adding Phone Numbers to a List
Inside a DNC list's detail page, you can add numbers in two ways:
Manual Entry
Click the Add Phone Number button.
A modal opens with a phone number input field and a country code dropdown.
Enter the phone number. The system validates the format and checks for duplicates within the list.
Click Save. The number is added and the total count updates automatically.
CSV Import
Click the dropdown arrow next to the Add Phone Number button and select Import numbers via CSV.
Upload your CSV file in the modal that opens. You can add up to 10,000 entries via CSV. File size cannot exceed 5 MB.
Map the CSV columns to the Phone Number and Country Code fields.
The system validates the entries and flags any invalid phone numbers or duplicates before saving.
Managing Numbers Inside a List
The detail page of each DNC list shows a table of all phone numbers added to it:
Search: Use the search input field to find a specific number within the list.
Export: Click the Export button to download the list as a CSV file. The file will be sent to your registered email address.
Understanding Roles and Permissions
Let's understand the roles and permissions to manage Do Not Call lists inside Saleshandy
1. Clients with Full or Limited Access
View lists: Can see any DNC lists linked to them but cannot create new ones.
Add Items: Can manually add phone numbers to existing lists or import them from a CSV file.
Delete Items: Can remove phone numbers from list but not delete the entire list.
Export Lists: Can Export lists to a CSV file. The file can show all items, just the ones you select, or only those that meet certain search criteria.
2. Agency Users (Owner, Admin, Team Manager, and Member):
Create and Manage Lists: Can create new lists, edit their names, assign them to clients, or set them as global.
View and Edit Any Lists: Access and modify any list within the agency, regardless of who created it.
Delete Lists: Have the authority to remove any list completely.
Export Capability: Can Export lists but with additional authority to view and export any list within the agency.
FAQs
What happens when a prospect is marked as Do Not Call?
What happens when a prospect is marked as Do Not Call?
When you click Do Not Call, a modal opens where you select the DNC list to add the prospect to. Once added, calling restrictions are applied based on the list type. For a Global list, the prospect is blocked from all calls and any existing call tasks are skipped and moved to the Skipped Tasks list. For a Client-Specific list, the prospect is blocked from call sequences for that client only, but manual calls can still be made. A Do Not Call label is also added as a suffix to their name across the platform.
Can I still send emails to a prospect who is marked as Do Not Call?
Can I still send emails to a prospect who is marked as Do Not Call?
Yes. The Do Not Call status only restricts phone calls. Other outreach activities, emails, LinkedIn tasks, WhatsApp, and custom tasks, remain available for the prospect unless they have been separately restricted.
What is the difference between a Global and a Client-Specific DNC list?
What is the difference between a Global and a Client-Specific DNC list?
A Global DNC list blocks a prospect from all calls across every client, manual calls and call tasks are both restricted, and any existing call tasks are skipped. A Client-Specific list only blocks the prospect from call sequences for the selected client. Manual calls can still be made, and the restriction does not affect other clients.
Can I have multiple Do Not Call lists?
Can I have multiple Do Not Call lists?
Yes. You can create as many DNC lists as needed, both Global and Client-Specific. By default, a Global Do Not Call list is already created in your account.
Can I import a large list of numbers at once?
Can I import a large list of numbers at once?
Yes. Use the Import numbers via CSV option inside any DNC list's detail page. You can import up to 10,000 entries per file, with a maximum file size of 5 MB. Map the phone number and country code columns and the system will validate and import the entries for you.
What happens if I try to add a duplicate number to a DNC list?
What happens if I try to add a duplicate number to a DNC list?
Saleshandy checks for duplicates when you add numbers both manually and via CSV import. If a number already exists in the list, the system will flag it and prevent it from being added again.
How do I export my Do Not Call list?
How do I export my Do Not Call list?
Open the DNC list's detail page and click the Export button. A CSV file of all phone numbers in that list will be sent to your registered email address.
Can I delete a Do Not Call list?
Can I delete a Do Not Call list?
Yes. On the DNC index page, hover over the Updated At column for the list you want to remove and click the Delete option. Note that deleting a list will remove all number entries within it.
Is the Do Not Call setting applied in real time?
Is the Do Not Call setting applied in real time?
Yes. Once a number is added to a DNC list or a prospect is marked as Do Not Call, the restriction takes effect immediately, they are removed from existing call tasks and blocked from being added to new ones.
Where can I find the Do Not Call module?
Where can I find the Do Not Call module?
Go to Settings > Do Not Call List. It is located just below the Do Not Contact List module in your settings.