Record factual permission when creating or updating a manual lead.
What to check
Choose the status for each channel, record the actual source and add a short factual note. For example, note that the customer called about a quote or gave permission by phone. Use unknown when evidence is missing and unsubscribed when the customer opted out. Check the saved details before sending.
Check the channel and purpose
SMS and email consent are recorded separately for the business workspace. Service follow-up concerns the customer’s request, quote or booking; it is not permission for unrelated promotions. Respect opt-outs and record the real source and date of consent.
When a message is blocked
Read the reason, check consent and channel configuration, and review the recent thread before retrying. Do not invent consent or override an opt-out to make a message send. If you cannot resolve the issue, ask your workspace Owner or support.
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