Switch on GDPR Compliance options Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Users with the Manage Compliance Settings profile permission can enable and view the features available ...
You can update the data processing basis for customers in the record details page. To do this, click on the Data Privacy tab, select or edit the data processing basis. The third way is through the consent overview dashboard. Go to Setup > Compliance ...
A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your Zoho CRM account, you will be able to view another section, namely Data Privacy. This section has the following details: Data Source ...
As the data controller, you should periodically review the lawful basis under which you processed customers' data. This is because the lawful basis under which you initially processed personal data and the purpose of data collection can change over ...
When you encounter a potential Lead or Contact anywhere in Zoho Social (in your mentions, or live stream), you can add them as a CRM contact for potential sales prospects: You will be able to add them as a new Lead, or associate them with an ...