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How do I set up custom consents?

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Follow these steps to set up custom consents:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the Configuration section.
  5. Select Consents.
  6. Go to the Custom consents section.
  7. Click the +Add New Custom Consent button.
  8. Enter the Consent Text.
    • You must define the purpose of the consent here.
  9. Click Save.
  10. Choose the default selection for the consent:
    1. Default selection= Enabled: Enable the toggle button if you do not require the consent but need to provide the right to an individual to revoke it.
    2. Default selection= Disabled: Disable the toggle button if you require consent.
  11. Apply conditions to show or hide consents from certain contacts.
  12. Click Save.
To learn more about consents, click here.
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