Changing an Individual's Marketing Preferences

How to change the marketing preferences for an individual within your CRM

Written by Jenna Payne
Updated on December 5, 2023

1. Search for the contact you wish to change from within your CRM and open their account.

2. Within their account select the 'Contact Types' tab.

3. Scroll down to the bottom of this tab and click 'Edit Marketing Preferences'.

4. Under 'Allow Marketing Emails?', select 'Yes' or No'.

4. Click 'Save Marketing Preferences' to save your changes.

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