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Guide

Review communication consent on a lead

Review each channel before choosing how to reply.

Updated October 4, 2026For: Owners · Managers · Front desk · Team members

Review each channel before choosing how to reply.

What to check

Open the lead’s communication consent section. Check SMS and email separately, then verify the source and evidence. Choose a message purpose matching the content. Ask an authorized operator to correct inaccurate evidence; never change it solely to bypass a block.

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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