In compliance with GDPR, Freshworks CRM 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.
To forget a deal in Freshworks CRM,
From the List View
Click the three dots icon of a deal.
In the confirmation dialog box Click Yes to forget the deal from the system.
From the Details page
Click the three dots icon that is associated with your deal.
In the confirmation dialog box click Yes to forget the deal from the system.
Note: While deleting a record in Freshworks CRM 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.