Скачать или смотреть How to track lawful basis of processing in HubSpot

In this HubSpot tutorial, we will walk you through how-to track lawful basis of processing in HubSpot.

According to GDPR rules, companies need a lawful reason to use and process contact’s data and should keep records of consent and evidence of other lawful purposes of the processing.

This tutorial will show you how to set your contact properties for processing contact data that helps you collect, track, and store lawful processing.

Steps to follow:

Step 1. To Grant a legal basis for a single contact,

Step 2. Navigate to Contacts in your HubSpot account.

Step 3. Click the name of a contact.

Step 4. In the left panel, click View all properties.

Step 5. Search for and click the Legal basis for processing the contact's data property.

Step 6. Select a value for the property, and at the bottom, click Save.

Step 7. To grant legal basis in bulk to your contacts: navigate to Contacts and click Contacts

Step 8. Select the checkbox to the left of the records you want to edit or select the checkbox to the left of the Name column, then click Select all contacts to edit multiple contacts.

Step 9. Click More and Add a legal basis for processing the contact's data.

Step 10. In the dialog box, click the Legal basis for processing the contact's data dropdown menu and select a legal basis for your contacts.

Step 11. Click Update. You can also add consent and lawful basis to contacts via a list import.

That’s how you can track the lawful basis of processing in HubSpot.

________________________________________________________________________

Follow HubSpot Tutorials by webdew:    / @hubspottutorials  

With webdew's HubSpot account set up tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared in this Youtube channel will make you run through the HubSpot tool effortlessly.

Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.

About webdew:
webdew is a leading HubSpot partner agency. We help Design, Build and Grow your business by offering services around:

#Website - Design & Development by delivering the best in class user experience: https://www.webdew.com/websites

#Marketing - Focused on Inbound Methodologies & Organic Growth:
https://www.webdew.com/marketing

#Videos - Explaining the Products & Services with Explainer Videos:
https://www.webdew.com/videos

#HubSpot - Helping Customer Manage their HubSpot with scale: https://www.webdew.com/hubspot

Follow us:
webdew Blogs: https://www.webdew.com/blog
webdew Help Center: https://www.webdew.com/kb/hubspot
webdew Resources: https://www.webdew.com/resources

Subscribe to webdew's Weekly Newsletter for HubSpot Tips and Tricks:
https://www.webdew.com/newsletter/hub...

Get Started with HubSpot with the Free CRM Sign-up:
https://www.hubspot.com/products/get-...