Creating a consent record

1. Find and open the person or lead whose consent you want to request.
2. Click the Consent tab, and then click New.
3. Configure fields on the Consent tab. For more information, see Consent fields.
4. Click Save.

   Now you need to get in touch with the person or lead, ask them if they agree to receive marketing materials, and update the information on the Consent tab based on their answer.

   You can request consent from a person or lead automatically by sending a consent email. For more information, see Sending a consent email to a person or lead.

   Also you can automatically create and update consent records for multiple persons or leads by sending a consent email to a group containing Person or Lead records. For details, see Sending a consent email to a group.