How to Remove or Edit Data

• Edit Specific Information:
  • Click on any field within a record or list view.
  • Clear the contents to remove specific details.
  • In a contact’s profile, select ‘edit person’ to update or clear data, then save your changes.
• Delete Records & Files:
  • Contacts: Delete individual contacts from their profile or remove several at once from a list view.
  • Files: Go to the Files section, select files, click delete, and confirm your choice
  • Emails/Attachments: Remove these from the activities section in a contact’s profile.

Managing User Access

• Admin Controls:
  • Account admins can manage who at your organization can access records.
  • To restrict access, admins can mark a user as inactive from the account settings.
  • Once marked inactive, the user immediately loses access to account data.
  • Admins receive a confirmation email each time a user’s status changes.

Permanent Data Deletion & Account Cancellation

• Our development team can perform data deletions by special request with written admin consent.
• After you cancel your Pipeline account, your data is retained for 180 days—then all account data is permanently deleted.

GDPR & Data Protection Compliance

• Pipeline CRM supports General Data Protection Regulation (GDPR).
• Our privacy and data retention standards are designed to be robust and transparent.
• For detailed GDPR-related information, visit our [Privacy Policy] or contact [email protected].

Key Takeaways

• You control your data—edit or delete at any time.
• Admins manage user access for your organization.
• Pipeline CRM is GDPR compliant and committed to secure, permanent data deletion after account cancellation.
• Support is available: Reach out for special data removal requests or with privacy questions.