Q1) What happens when you opt to Forget a Contact?
Contact data that will be permanently deleted | Contact properties |
Timeline activities | |
Events | |
Files associated with the Contact (Exception: Files that are associated with other entities won’t be deleted) | |
Meetings (Exception: If the contact being forgotten is included as an attendee in an meeting that is related to any other entity, then the contact will be removed from attendees list.) | |
Task | |
Call logs and Recordings | |
Custom sales activities | |
Notes | |
Email conversations (Exception: The email conversation will not be deleted if that conversation is associated with another contact in the web application) | |
Account and deal association (Exception: The Account and Deal information associated with Contact will not be deleted. They need to be deleted separately from the web application if needed) | |
Related chat conversations | |
The contact will be removed from Marketing lists, Segments, and subscriptions |
Q2) What happens when you opt to Forget an Account?
Account data that will be permanently deleted | Account properties |
Timeline activities | |
Events | |
Files associated to the Account (Exception: Files that are associated with other entities won’t be deleted) | |
Task | |
Notes | |
Related deals | |
Related contacts | |
Association to any existing Parent or Child accounts (Exception: The parent or child accounts will not be deleted, but the association will be removed) |
Q3) What happens when you opt to Forget a Deal?
Deal data that will be permanently deleted | Deal properties |
Timeline activities | |
Events | |
Files associated with the Deal (Exception: Files that are associated with other entities won’t be deleted) | |
Meeting | |
Custom Sales Activities | |
Task | |
Notes |