With the release of Sage CRM 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. Sage CRM 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent. In Sage CRM, Consents can be created against the Person and Lead records as described below.
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. To do so, simply navigate to Consent tab against the respective Person or Lead record and follow below steps –
On navigating to Consent Tab, you will find the list of consents created against the person as well as you can create the new consent record.
After filling up the required details, 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. The Consent Status holds the relevant value based on the answer received from the lead or person as explained below.
- New – Automatically assigned when you create a new consent record.
- Requested – Indicates that you have requested the person or lead to provide their consent and are awaiting their reply.
- Consented – Indicates that the person or lead has given their consent to receive marketing materials from you.
- Withdrawn – Indicates that the person or lead has declined your request or withdrawn their consent.
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