Keep marketing ops compliant by adding consent notes

Marketing ops miss consent flags on contacts, risking non-compliant outreach. Create a consent note on each contact so marketing and sales check permissions before outreach.

Overview

Marketing ops risk sending messages to contacts without clear permissions, which creates compliance exposure and deliverability issues. This workflow guarantees a visible consent note on every contact so marketing and sales confirm channel permissions before outreach, eliminating compliance gaps and reducing complaint risk.

Notable Features

Create consent notes on contact records
Attach consent details to CRM profiles
Alert marketing and sales before outreach