How do I opt prospects into direct marketing?
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Summary
This article explains how to set a prospect as "opted in" to direct marketing.
More Information
Whether or not a prospect is opted in to direct marketing is controlled by prospect "Interests".
Go to " Sales Prospecting Add or Edit Prospects".
- Search for the prospect you want to opt in to marketing.
- Highlight the prospect on the list.
- Press <Ctrl+F7> to toggle whether or not the prospect is opted in to direct marketing.
- A tick will be shown in the "Marketing" column once the prospect is opted in.
- If the prospect would only like to opt in to certain types of marketing:
- Press <Alt+F8>, to open the prospect "Interests" tab.
- Here you can find specific interests to opt a prospect into 'SMS' or 'Email' marketing.
See also
- How do I Opt Customers in to Direct Marketing?
- How do I Ensure my Use of Platinum is Compliant with Data Protection Regulations?