Note: This article has been published to help users understand the in-product changes after GDPR rules take effect on 25th May, 2018. To know more about Freshsales’ GDPR compliance, refer to our dedicated GDPR page.
In compliance with GDPR, Freshsales incorporates an option where users can opt to forget a record from their system. Forgetting the record from the system will ensure that an entity’s “Right to be forgotten” can be executed effectively.
In this case, let us examine how to ‘forget’ a deal:
TOTAL STEPS: 2
MINIMUM TIME REQUIRED: ~ 2 Min
Note: The action of forgetting an entity is irreversible and the data cannot be recovered later. Hence, it is important to exercise caution before carrying out this activity.
Deleting from the list view
Hovering on the icon of any deal presents you with the option to modify the deal properties . Click on the icon. It opens a menu that allows you to forget deal from the system.
Once you click the Forget button, you will be presented with a dialog box that requests you to confirm the action. Click Yes to forget the deal from the system
Deleting from individual deals page
Click on the button that is associated with your deal. This presents you with an option to forget your deal.
Once you click the Forget button, you will be presented with a dialog box that requests you to confirm the action. Click Yes to forget the deal from the system.
To get a better idea of what data will be removed along with the deal, refer this article.