All manuals

Opening the GDPR tab

GDPR consents are managed on the contact level.

To manage consents, open the Contacts section and select the desired contact.

Contacts list

Open the selected contact and navigate to the GDPR tab.

GDPR tab on contact

In this section, you can manage all GDPR-related activities for the selected contact:

  • View active consents
  • View all consents
  • Sign new consent
  • Upload documents
  • Anonymize customer

Active consents

The Active consents tab displays all currently valid customer consents.

Active GDPR consents

Each consent includes:

  • Purpose – e.g. Marketing, Data processing
  • Validity period – how long the consent is valid
  • Channels – Email, Phone, SMS, etc.

All consents

The All consents tab shows the full history of consents.

All GDPR consents

Sign consent

To create a new consent, use the Sign consent tab.

Sign GDPR consent
  • Select consent type (e.g. marketing memorandum)
  • Confirm selection

Documents

The Documents tab contains all GDPR-related files. You can:

  • View GDPR documents
  • Upload document
  • Create document

When creating a document, predefined templates are available. These templates can be used to generate GDPR consent documents, which can be:

  • Signed directly in the system
  • Printed and signed physically with the customer
GDPR documents

Withdraw consents

Use the Withdraw all consents button to remove all active consents.

Withdraw consents
Good to know GDPR can also be managed directly from a Lead or an Opportunity using the GDPR button in the toolbar.