Updating a consent record
- Find and open the person or lead whose consent record you want to update.
- Click the Consent tab.
- Open the consent record you want to update by clicking the value in the Contact Via column.
- Click Change and update the values in the consent fields. For more information, see Consent fields.
- 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.