Every field · Commercial and account data
Deal, opportunity or pipeline data
Amounts, stages and close dates describe a transaction, not a person. They become personal data only when the account is an individual.
not personal data
personal data?
none
sensitivity
usable
AI use
not personal data (about the account)
lawful basis usually relied on
Keep it how long
With the account, then finance retention (commonly 7 years).
The gap we see most
B2C deals holding consumer names in the deal name field.
Do this for your whole CRM
Paste your field list and get this classification for every field at once, with the record of processing per object, the gaps, and the controls the register is evidence for. No account for the first run.
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