Consent, opt-outs & private customer data
Record communication preferences and keep sensitive information out of public help.
Where to go
Contact details / lead source settings
Step by step
Review the contact’s saved communication preference and opt-out flags.
Record consent through the available fields/source process rather than inventing permission.
Respect blocked/opted-out recipients and use permitted communication channels.
For export, correction, retention or deletion requests, contact the authorised company administrator/support process.
Demo: public examples use example.invalid addresses and no real buyer records.
FAQ
May I send despite a saved opt-out?
Respect saved opt-out restrictions and correct consent through the authorised process, not a workaround.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1