How do I know if a contact has granted permission to track their document engagement?
You can find out if a contact has granted permission to track document engagement from the Consents block in the contact record.
Follow these steps to view the Consents block:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Open a contact record.
- Click the Details tab on the right sidebar.
- Go to the Consents block.
- Check the Track My Document Engagement field.
- The field value is set to Granted if the contact has granted permission. The field value is set to Not Granted otherwise.