How to set up GDPR preferences for a lead [Video]

In this training video, you can learn how to set up the GDPR preferences for a lead. This includes opting them in and out of specific marketing media

In Brief

  • Navigate to a Lead and click on the GDPR tab

  • Opt-out the customer from specific marketing media by using the relevant checkbox

  • Select the marketing media they have agreed to using the Opted In checkboxes, and include the date they opted in

  • You can upload the document showing proof within the Opt In Document field

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