{"id":20313,"date":"2018-09-11T12:43:40","date_gmt":"2018-09-11T12:43:40","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20313"},"modified":"2020-05-27T06:50:11","modified_gmt":"2020-05-27T06:50:11","slug":"sage-crm-2018-r2-consents-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/sage-crm-2018-r2-consents-in-sage-crm\/","title":{"rendered":"SAGE CRM 2018 R2: Consents in Sage CRM"},"content":{"rendered":"

With the release of Sage CRM<\/a> 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. <\/strong>Sage CRM<\/a> 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent<\/strong>. In Sage CRM<\/a>, Consents can be created against the Person and Lead records as described below.<\/p>\n

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A Consent<\/strong> 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<\/strong> tab against the respective Person<\/strong> or Lead<\/strong> record and follow below steps –<\/p>\n

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On navigating to Consent<\/strong> Tab, you will find the list of consents created against the person as well as you can create the new consent record.<\/p>\n

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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.<\/p>\n