Recording consent that you may send marketing materials
You can use Sage CRM to record if a person or lead has agreed to receive marketing materials from your company. You may need to do so to comply with the data privacy regulations in your country.
Each person and lead record in Sage CRM can have a Consent tab. On this tab, you can create one or multiple consent records. A consent record allows you to register if you have consent from the person or lead to receive marketing materials, what kind of marketing materials you can send to them, how you can send these materials, and when the granted consent expires.
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.
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