In compliance with GDPR, we have incorporated an option where you can opt to forget a record from your system. Forgetting the record from the system will ensure that an entity’s Right to be forgotten can be executed effectively. 


ARTICLE NAVIGATION


To forget a deal,

From the table view

  1. Click the three dots icon of a deal. 

  2. Click Forget.

  1. In the confirmation dialog box Click Yes to forget the deal from the system.


From the Kanban view

  1. Click the three dots icon of a deal found to the bottom right of your Kanban card.

  2. Click Forget.


  1. In the confirmation dialog box Click Yes to forget the deal from the system.

From the Summary card

  1. Click on the name of the deal that you'd like to forget. This opens the Summary Card.

  2. Click Forget.

  1. In the confirmation dialog box Click Yes to forget the deal from the system.

From the Details page

  1. Click the three dots icon that is associated with your deal.

  1. Click Forget.

  2. In the confirmation dialog box click Yes to forget the deal from the system.

Note:  While deleting, the record is retained for 90 days in the recycle bin. The action of forgetting a record is irreversible and the data cannot be recovered later. 


To know more about the data that will be removed along with the deal, refer this article.