Help centreConsent ledger
Keep contacts, companies and sales opportunities together. Follow conversations from enquiry to a confirmed outcome.
Steps
- Open this section from the module menu and check the selected event.
- Search or filter the list, then open the relevant record.
- Review the fields and relationships below. When permitted, create or edit a record and save.
- Confirm the saved values in the list. Export only the records you need.
Fields and states
Consent ledger
Scope: Selected event.
| Field | Format | Required |
|---|---|---|
| Contact Linked to: Contacts | Linked record | Yes |
| Purpose Choices: marketing, networking, lead-sharing, terms | Choice | No |
| Granted | On or off | No |
| Recorded At | Date and time | Yes |
| Source | Text | No |
| Policy Version | Text | No |
If something is missing
Check the selected event, your role and the enabled modules. If an action fails, keep the entered details and review the error before retrying. Ask an administrator for access rather than sharing another account.