Each customer is responsible for using their workspace in a way that fits their own data responsibilities.
Good practice
- Only store data needed for legitimate business use.
- Keep customer records accurate.
- Use roles and contact permissions carefully.
- Export or delete data when there is a valid business or legal reason.
- Review the Privacy Policy for platform-level details.
Customer workspace data
- The data added by your team belongs to your business workflow.
- Your staff should decide what customer, lead, finance, file, and support information is appropriate to store.
- Avoid uploading unnecessary identity, payment, or private personal information.
Data requests
- For export or deletion questions, contact support with your company name, workspace URL, and account email address.
- Perfexly may need to verify account ownership before acting on data requests.
Good to know: Good CRM data is useful, accurate, and limited to what the business genuinely needs.