How to Obtain Consent or Track Legal Basis for Processing Customer Data

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Published on ● Video Link: https://www.youtube.com/watch?v=Sw_Ntw-WmLE



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For more information, be sure to check out the related help doc at https://help.gohighlevel.com/en/support/solutions/articles/155000000582-how-to-get-customer-consent-or-track-legal-basis-to-process-your-lead-s-or-customer-s-personal-data
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In this video, Usama discusses the importance of obtaining and tracking customer consent when collecting and processing information using HighLevel. Learn how to embed consent checkboxes, link privacy policies, and use workflows to ensure compliance. This informative guide is designed to help businesses in regulated industries maintain legal standards.

00:00 Introduction
00:54 Importance of Consent in Data Collection
01:27 Setting Up Consent Checkboxes in HighLevel
02:33 Customizing Consent Fields and Workflows
03:59 Automating Compliance Workflows
05:35 Conclusion and Final Tips