Contact: Managing the Consent of a Contact

Consent displays a list of all programs of a contact’s team.

To change a program’s ability to contact you or a contact via email, text, or phone, follow the steps below.

1. Click in the ribbon

2. Click **CRM*

3. Click Contacts

4. Click a contact

5. Click Consent

6. Click a program to expand communication methods (`Email, SMS, or Voice (options available depend on known contact information))

7. Click Opt In to grant consent for a contact to receive messages via the communication method

   • Select the best reason for granting consent: Consent, Contract, Legal Obligation, Vital Interests, Public Interest, or Legitimate Interest

   • Click Save

8. Click Opt Out to withdraw consent

   • Select the best option for withdrawing consent: I no longer want to receive these emails, I never signed up for this mailing list, The emails are inappropriate, The emails are spam and should be reported, Other

   • Click Save