- Go to Settings > Data Management and select the Sync Schedule tab.
- At the bottom of this page, select the options for opt-outs:
Pull Opt-Out from CRM
Pulls in records from your SugarCRM with Email Opt Out and adds their email to the Act-On Opt-Out list.
This sync does NOT process Opt-Ins. If a contact/lead is in the Act-On Opt-Out list and the Email Opt-Out field in SugarCRM is unchecked by a user, the record will not be removed from the Act-On Opt-Out list - this must be processed within Act-On manually. See instructions for re-subscribing a single contact.
Push Opt-Out to CRM
Pushes the entire Act-On Opt-out list to your SugarCRM account.
- If desired, set the Synchronization Schedule for a recurring sync.
- Click Save at the top of the page. The Opt-In/Out sync will run at the next scheduled time.
You can also click Sync Now to immediately initiate a CRM sync, which will push/pull your Opt-Outs as configured.