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Help / Lead Record / 1 min read

Using Lead-Level Compliance Controls

Review and update channel opt-outs and Global Do Not Contact status for one lead.

Verified August 14, 2026 · Current FastIQ lead-record UI and supporting product source checked August 14, 2026

The diagnostics-enabled Compliance tab centralizes the operational contact controls for Email, SMS, and Calls. It is separate from the pipeline status named Do Not Contact.

  1. Review the Global DNC banner first. When Global DNC is active, every channel is blocked.
  2. Review each channel’s Active or Opted Out state and any recorded source or time.
  3. To record a channel opt-out, change that channel to Opted Out and confirm the warning. Removing an opt-out should occur only with valid authority and evidence.
  4. Use Add to Global DNC only when all outreach must stop. The confirmation explains that the action affects all channels and campaigns.
  5. Refresh Cadence after a change when you need to confirm the resulting governor decision.

lead recordCompliance tabopt-outGlobal DNCconsentchannel permissions