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What is GDPR?
Prepare for GDPR
Implement
Using GDPR functionality
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GDPR

What is GDPR?

Find our more about GDPR and how you can prepare for the new legislation.

Prepare for GDPR

Audit your data, define and communicate your policies.

Implement, configure and manage

Set personal/sensitive data. Define data puposes.
Configure privacy rules.

Using GDPR in
Gold-Vision

View privacy logs.
Subject access requests.
Erasure requests.
 

How you can prepare for GDPR

Audit your data

Identify the Personal & Sensitive data you store; what, where, why, who sees it and how long you should keep it.

Write your policies

Document the Purpose, Lawful Basis for Processing and Retention Period for each of your categories of data; write processes for Data Breaches, SARs, etc

Communicate updates

Build your Privacy Notices and ensure staff awareness is in place.

Clean and clear your data

Focus on cleaning the contacts you need to keep: active customers and great prospects; clear out data you know is old and out-of-date. Use Gold-Vision to improve your data quality.

Manage your data

Use an integrated system to help you manage and communicate with your Data Subjects.

Set up in Gold-Vision

Follow our 3 easy steps:
Identify personal and sensitive data fields
Define data purposes
Configure and run privacy rules
See how

Improve your CRM data quality

Managing List Types Using Lead Management

Within lead management specific list types can be setup to capture the types of lead list.
Select View Leads > List Control > New List
Name your lists specifically based on data source and how the lead was captured.

type

List types can be managed in the Administration Console.


Set your Lists types more effectively – these can be named to reflect purpose more specifically.
When the lead is promoted to Gold-Vision Gold-Vision will keep a record of the originating Lead and Lead List. These fields should be added to the details page or similar in Gold-Vision to track progress.

info

 

Account Type - Using Gold-Vision Data

Using the Account Type field capture the type of Account, e.g. Customer, Prospect.

Types can be managed in the Administration Console.

type

 

How to create data purposes and configure privacy rules