By default, the customer record includes consent to send electronic direct marketing.
However, a company or group can add additional, customer-specific consents to be included in assignment agreements and offers.
A user with Admin permissions can find Organisation settings in the top-right corner, where you can add consents and enable them by default.
Note: If this is a group, the user must first select the parent company of the organisation as the active environment in Linear.
It’s good to note that consents apply to the entire organisation, including all subsidiaries within the group, offices, and franchise companies.
When creating an assignment or purchase offer, each agent can enable/disable the consent for each customer, and the enabled consents will be shown on the assignment/purchase offer documents.