GDPR Compliance: Scheduled contact reviews and deletions

Alex Micallef
Alex Micallef Member Posts: 4
First Comment
edited July 2022 in Sales CRM #1

Hi! Looking for best practice / suggesting new functionality for the contact record, where the contact owner would be automatically notified to review their contact's data on a rolling basis with the length of time between reviews being configurable.

Also, would like functionality whereby if a contact record hasn't been updated in x number of years, then it is flagged for deletion. These are both pieces of functionality that will help with GDPR compliance as well as improving quality and accuracy of data that users will store.