How do I prepare a follow-up shortlist under a contact preference and acknowledgement rule?
An approved channel and an open request are required. A withdrawn preference overrides all other states. This tool only prepares a list.
Open Contact Permission GateTry the worked example
These are the example inputs from Contact Permission Gate. Replace them in the tool to run your own case.
| Reference | Request | Preference | Channel |
|---|---|---|---|
| S-14 | open | allowed | |
| S-18 | open | withdrawn | phone |
| S-20 | closed | allowed |
Example result
1 eligible follow-up
Who uses this?
Customer support owner. The free online tool runs the calculation in your browser. To edit the files and use the tools offline in one business, see the €49 offline edition.
Where the idea came from
Prepare a follow-up shortlist under a contact preference and acknowledgement rule. The source discusses opportunities around the permissions and boundaries of agent-operated work. Benchcraft designed this tool’s inputs, decision rule and example for this office task.
Original video