When adding a new potential applicant who has requested a one off Property Match, it is best to do this from the Property Record.  

On the Property Record -> Right Click -> Matching -> Match Processor: 

On the Match Processor -> Right Click and select Add Applicant: 

On the "Select an Applicant" screen, click on the New Applicant button at the bottom: 

If you have asked the Applicant at this point if they would like to be registered then fill in as much information as you wish on the Applicant wizard.  Note below we have unticked Send Welcome Email.  Click on "Applicant Preferences". 

"How can I record consent for individual marketing services?" 

When recording consent on the Contact record, a user can record Consent gained or Consent denied for each of the following marketing services: 

• Property Matching (applicants only) 
• General Marketing internally or externally 

"What can I send out to Clients if they say they don't want to be contacted about marketing?  I want to tell them important information about my Agency." 

When sending correspondence from Expert Agent, you need to confirm whether or not the email is a marketing email.  If you select that the email is non marketing, you will be able to send the email to all selected records assuming their contact preferences allow.

For more information on what is classed as a marketing email, please see here.