Feature

Record contact permission when you add a relationship

When you add a new relationship contact with a phone number or email, you can now confirm “I have this person’s permission to be contacted” in the same step. The confirmation is stored with your name, the time, and the exact wording you agreed to, and it appears on that contact’s record where it can be confirmed or withdrawn later.

Automated texts to contacts added this way are held until permission is confirmed and while the contact is opted out, and each held message is recorded as a skipped automation step with the reason, so nothing is dropped without a trace. Contacts already in your CRM are unaffected.