Advocates, consent, and permissions
Record who said yes, how each advocate is willing to help, and when to stop asking, so consent is clear before anyone on the team contacts a customer.
Advocates are people, not inventory. ProvenTen keeps consent, contact preferences, and request history on the person so your team does not burn a relationship for one deal.
What consent should say
- Whether they agreed to a live reference call, a quote, a logo, or named use in a proposal.
- An expiry or review date, even if your legal team uses a standing agreement.
- Who inside your company is allowed to request them.
Use advocates with care
- Check consent and any contact cap before you request a call.
- Use matching instead of picking your favourite customer every time.
- If consent is pending or expired, do not work around it in email. Update the record or wait.
Related guides
- References and the proof library
How the proof library is organised, what belongs in a customer reference, and how to keep quotes, metrics, and stories accurate for every live sales deal.
- Match a prospect to a reference
Find the best-fit customer proof for a live deal, then request it with recorded consent so the right advocate is asked only in the right way for that deal.
- Reference request issues
Unstick a reference request, stop an advocate from being contacted too often, and clear a permission denied message when a seller tries to send the request.