How will I know if a contact wants to have their personal data erased from the CRM?

You can send them a consent email with the Data Erasure Request. If a contact wants you to erase their personal data, they will click the option in the consent email. 

Follow these steps to send the Data Erasure Request to a contact:

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
4. Look for the Configuration section.
5. Select Consents.
6. Set up consents.
   • Click here to learn how to set up consents.
7. Go to the Other preferences section.
8. Set up conditions to select contacts to send the erasure request.
9. Enable the Send erasure notification email checkbox under Data Erasure Request.
   • When you erase a contact's data, an email is sent to them.
10. Click Save.
11. Click the Main Menu.
12. Go to Essentials.
13. Select Contacts.
    • You will land on the Contacts' List View.
14. Open the contact to whom you want to send the Data Erasure Request.
15. Click the More icon on the top-right corner of the Summary View.
16. Click the Obtain Consent option.

To learn more about consents, click here.