Calling and Do Not Call Rules
Before calling leads, users should maintain internal suppression lists, check applicable federal and state Do Not Call requirements, honor opt-out requests, and avoid misleading sales practices.
Reference: FTC Telemarketing Sales Rule guidance.
Texting, Robocalls, and Consent
Automated calls, prerecorded messages, and text messages can require specific consent under TCPA-related rules. Users should confirm consent requirements before using dialers, prerecorded messages, ringless voicemail, or SMS outreach.
Reference: FCC telemarketing and robocalls guidance.
Email Outreach
Commercial email campaigns should include accurate header information, clear identification, a valid physical mailing address, and a working unsubscribe method. Opt-out requests should be honored quickly.
Reference: FTC CAN-SPAM compliance guide.
Privacy and Data Handling
Users should limit access to exported leads, protect saved prospect notes, avoid uploading sensitive information that is not needed, and keep reasonable safeguards around account credentials and downloaded files.
Reference: FTC guide to protecting personal information.
Recommended User Checklist
- Check federal and state Do Not Call requirements before outreach.
- Keep a company suppression list and honor opt-outs.
- Do not use automated calling or texting tools without confirming consent rules.
- Include proper unsubscribe language in marketing emails.
- Verify carrier information through official sources before relying on it.
- Train producers and callers on compliant outreach practices.