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Compliance

Consent management

Consent management records, applies, updates, and revokes a person’s communication permissions across channels, purposes, senders, and systems.

Consent management records, applies, updates, and revokes a person’s communication permissions across channels, purposes, senders, and systems.

Consent management records, applies, updates, and revokes a person’s communication permissions across channels, purposes, senders, and systems.

Consent changes over time. A person may permit appointment texts but not marketing calls, revoke one category, change contact details, or use a reasonable reply to ask that messages stop. Systems should preserve this detail rather than reduce every state to one yes-or-no field.

How it works

A central record stores the permission basis, channel, purpose, timestamp, source, disclosure, and revocation history. Calling and messaging workflows query that state before acting. Replies, opt-outs, preference changes, and errors update the record and propagate to every connected system.

Practical use cases

Coordinating call and SMS permissions

Stopping related workflows after revocation

Auditing which disclosure supported a communication

Consent management is a state-synchronization problem. If the CRMCRMA CRM is the system used to manage leads, contacts, accounts, opportunities, activity, ownership, and follow-up., messaging platform, dialer, and support system disagree, the most permissive system can create the failure.

Frequently asked questions

Why does Consent management matter?

Consent management is a state-synchronization problem. If the CRM, messaging platform, dialer, and support system disagree, the most permissive system can create the failure.

Should consent and opt-out records be overwritten?

Usually no. Preserve an auditable history of grants, changes, and revocations while exposing the current effective state to operational workflows.

Primary source: The FCC’s consent-revocation order.

Related concepts: consent captureConsent captureConsent capture records the permission a person gave for a specific type of contact, together with evidence of when, where, and how that permission was obtained., opt out, crm syncCRM syncCRM sync keeps selected lead, contact, conversation, outcome, and next-step data aligned between an agent platform and a CRM., suppression listSuppression listA suppression list contains contacts or identifiers that a system must exclude from specified calls, messages, campaigns, or workflows..

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