What must an agent do regarding lead cards at a formal marketing/sales event?

• A. Lead cards must be filled out by all attendees.
• B. Lead cards and sign-in sheets must be kept on file by marketing staff.
• C. When asking consumers to fill out lead cards or a sign in sheet, state that doing so is optional.
• D. Lead cards are prohibited at all times.

Answer: (C)

The key idea is consent and voluntary participation in collecting attendee information at events. Telling people that filling out lead cards or signing in is optional respects their privacy and gives them control over whether they’ll be contacted later. This approach aligns with ethical marketing practices and privacy expectations, reducing pressure on attendees and lowering the risk of complaints or regulatory issues. It also makes it clear that participation in data collection is not required to attend the event or engage with the vendor.

That’s why stating that it’s optional is the best fit. The other options impose a requirement, state an absolute prohibition, or mandate keeping records in a way that isn’t universally applicable or necessary. If some attendees choose to opt in, handle their information securely and transparently for the stated purpose.