Updating a consent record

  1. Find and open the person or lead whose consent record you want to update.
  2. Click the Consent tab.
  3. Open the consent record you want to update by clicking the value in the Contact Via column.
  4. Click Change and update the values in the consent fields. For more information, see Consent fields.
  5. Click Save.

    You can update a consent record for 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.