Objective
The purpose of this article is to provide context for what information is removed when a Privacy compliance deletion request is submitted.
Applies To
- Outreach Admins
Notes
- This is a permanent and irreversible deletion process. Outreach recommends Admins consider the removal of information before continuing this process as Outreach Support will not be able to recover lost data.
- Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.
Overview
Instructions on removing data from Outreach is available here.
Prospect
If a Prospect email address is entered, the following data in this table will be removed, with `X` indicating an ID or number:
| Data | URL Path | Notes |
|---|---|---|
| Prospect List View Search | /prospects | Removed from being searchable |
| Prospect record | /prospects/X | The record itself will be removed |
| Account Association | /accounts/X/prospects | Removed from the Account’s Prospects list view (if Prospect had an associated Account) |
| Account Activity | /accounts/X/activity | Prospect Activity is removed from associated Account |
| Meetings Calendar View | /meetings | Users who had previously booked a Meeting with the Prospect become dis-associated. The Meeting block will provide no Prospect information |
| Meetings Agenda | /meetings/agenda | Meeting associated with the Prospect does not exist in the Agenda view |
| Tasks List View | /tasks | Any remaining Tasks associated to the Prospect are deleted and removed from this view |
| Outbox | /outbox |
Any Mailings associated to the Prospect are anonymized to “Unknown” Messages are not viewable. |
| Call List View | /calls | Any Call logs associated to the Prospect are deleted and removed from this view |
| Sequence Activity | /sequences/X/activity | Any Activity recorded previously associated to the Prospect now becomes anonymized by referencing the Prospect as “Unknown” or “Someone” |
| Reporting Team Overview | /reports/teamPerformance | Reporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown” |
| Reporting Team Calls | /reports/teamCalls | Reporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown” |
| Reporting Team Emails | /reports/teamEmails | Reporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown” |
| Reporting Team Tasks | /reports/teamTasks | Reporting metrics do not get removed from a User’s stats, however, the data becomes anonymized to “Unknown” |
| 360 Page Activity feed | /360 | Any Activity recorded previously associated to the Prospect now becomes anonymized by referencing the Prospect as “Unknown” or “Someone” |
User
For the following scenarios, the following data in this table will be removed, with `X` indicating an ID or number:
Notes:
- Please note if a Username is input and Mailboxes do not match the Username, nothing will happen. Only direct User registered Mailboxes will have associated Mailings removed.
- If a User has 2 Mailboxes, only the submitted Mailbox will be affected.
- If an input with a Mailbox does not exist, nothing will occur.
- If the original sender’s Mailbox was submitted and a Mailing thread contains another User, the Mailing will still be removed because the ownership lies on the original Sender
| Data | URL Path | Notes |
|---|---|---|
| 360 Activity Feed | /360 | Reference links to Mailing is deleted and the Mailing title is set to “[unknown]” |
| Prospect Email Tab | /prospects/X/messages | Mailings associated to the submitted Mailbox are removed from this view |
| Prospect Activity Feed | /prospects/X/activity | Reference links to Mailings are deleted and Activity notes are set to “You sent an email to prospect [PROSPECT_NAME]” with no reference to the previously associated Mailing |
| Prospect’s Sequence Activity Feed | /prospects/X/sequences/X | Reference links to Mailings are deleted and Activity notes are set to “You sent an email to prospect [PROSPECT_NAME] Step #X ([EMAIL_TYPE] email) of [SEQUENCE_NAME]” |
| Outbox | /outbox | Any Mailings associated to the User’s mailbox are anonymized to “Unknown” |
| Reporting Team Emails | /reports/teamEmails | Reporting metrics do not get removed from a User’s stats. |