Who This Is For / When to Use
Use this article when configuring SMS or email compliance, troubleshooting validation charges, controlling duplicate opportunities, or adjusting how contacts are handled system-wide.
Where to Find These Settings
Open the correct sub-account.
Click Settings in the lower-left navigation.
Select Business Profile.
Scroll to the General section.
General Behavior Settings
These settings have account-wide impact and can significantly change how contacts, opportunities, and messages behave.
Allow Duplicate Opportunity
Controls whether multiple opportunities can exist for the same contact within a single pipeline.
Enabled: New opportunities are created instead of moving an existing opportunity to a new stage.
Disabled: A single opportunity progresses through pipeline stages.
Use this when your sales process requires multiple concurrent opportunities per contact.
Merge Facebook Contacts by Name
Controls how contacts created from Facebook Messenger are handled.
Enabled: Facebook contacts are merged by name into existing records.
Disabled: A new contact is created for each Facebook conversation.
This setting helps reduce contact clutter when Facebook does not provide phone or email data.
Disable Contact Timezone
Controls whether Kyrios uses the contact’s local timezone or the account timezone.
Enabled: All actions use the account timezone only.
Disabled: Kyrios respects each contact’s detected timezone.
This directly affects email sends, SMS sends, and automation timing.
Email Validation & Compliance
These settings affect deliverability, compliance, and sending costs.
Mark Emails as Invalid Due to Hard Bounce
Automatically marks an email address as Invalid after a hard bounce.
Prevents repeated sends to permanently invalid addresses
Email workflow actions are skipped for invalid addresses
A hard bounce indicates a permanent delivery failure.
Verify Email Address When First Email Is Sent
Automatically verifies an email address before the first send.
Verification charges apply per attempt
Emails are not sent if verification fails
Use this to improve deliverability and protect sender reputation.
Email Compliance: Unsubscribe Link
Automatically appends an unsubscribe link to all outbound emails.
Enabled by default
Can be customized
Strongly recommended to remain enabled
Disabling this may violate regional email compliance laws.
SMS Validation & Compliance
These settings are critical for carrier approval and ongoing SMS delivery.
Validate Phone Numbers When First SMS Is Sent
Validates phone numbers before sending the first SMS message.
Charges apply per validation attempt
SMS is blocked if the number is invalid
This reduces failed deliveries and carrier penalties.
SMS Compliance: Opt-Out Message
Automatically appends opt-out language (e.g., STOP instructions) to SMS messages.
Enabled by default
Customizable
Strongly recommended
Required for carrier and regulatory compliance.
SMS Compliance: Sender Information
Automatically appends sender identification to SMS messages.
Enabled by default
Customizable
Strongly recommended
Helps recipients identify who is contacting them.
Common Issues and Fixes
Unexpected validation charges
Phone and email validation settings apply on first send only.
Messages sent at incorrect times
Review Disable Contact Timezone setting.
Duplicate opportunities appearing
Review Allow Duplicate Opportunity setting.
SMS or email blocked
Verify compliance settings are enabled.