>

Contact record: Notes / privacy (GDPR)

Jo Grant -

The contact record (for both client and prospects) has a ‘Notes/privacy’ tab:

This section is used to record the ‘opt-in’ status of the contact.

All contact records are set as ‘not opting in’ as default:

How you decide to, or are able to, gain agreement from your contacts to opt-in to communications prior to any direct marketing with them is for you and your company to outline.

Further information on 'opt-in' can be found in our article on this here.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk