Can I filter leads and contacts based on their data processing basis?

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• What are the lawful bases the data controller can use to process customer data?

  The data controller can choose from six data processing bases. These are: 1. Contract- This applies when you need to process the customer's personal data to fulfill your contractual obligations, or to take some action based on the customer's request ...

• Managing Lawful Bases for Data Processing

  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 ...

• Where can I update the data processing basis?

  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 ...

• How do I export my leads from CRM to an XLS file?

  You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...

• Data Privacy

  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 ...