Record the context behind a preference
A useful consent record explains what the person was asked, the choice they made and when it was recorded. Separate different communication purposes instead of treating one checkbox as permission for everything. Make changes in preference available to the workflows that depend on them. Where information comes from another source, understand its origin and the conditions under which it may be used.
Give privacy tasks an owner
Information requests, corrections and retention reviews need a clear route through the organisation. Define who can verify a request, find the relevant records and review an export or deletion decision. Consider connected systems and downloaded files as well as the CRM itself. The module can help organise evidence and actions, but the appropriate legal basis, notices, retention periods and response obligations require decisions grounded in your actual circumstances.