GDPR Compliance: Data Retention, Customer Requests & Privacy Controls

Configurable data retention per interaction and sale state, owner-level customer data search and erasure, a GDPR-relevant flag for custom fields, automatic cleanup jobs, and a Data Processing Agreement page.

Sellfaster now ships a comprehensive set of GDPR compliance tools — from per-state data retention and immediate lead anonymization to owner-level data subject request handling and a published Data Processing Agreement. Here is everything that is new.

GDPR Settings

A new GDPR Settings section has been added to Team Settings (owner-only). It contains two areas:

Orphan Data Retention — Set the maximum number of days a lead can exist without any linked interaction or sale before the system automatically disconnects its address and clears its comments and notes. The default is 180 days; the maximum is 36 500 days.

GDPR Customer Requests — Three tools to respond to formal data subject requests:

  • Search — Find a customer by name and/or street address; see counts of all associated data
  • Export — Download a complete JSON export of all data associated with a lead for Subject Access Requests
  • Erase — Permanently and irreversibly anonymize a lead and all related records after OTP confirmation

Interaction State GDPR Controls

Three new optional fields have been added to each interaction state:

Allow Editing Contact — When enabled, agents can edit a lead's contact details (name, address, phone, email) from within the interaction recording dialog. Disabled by default to prevent unattributed changes to personal data.

Scramble Data — When enabled, transitioning a lead into this state immediately triggers full anonymization: the lead name is cleared, all GDPR-relevant custom field values are deleted, the AI summary is redacted, and all but one interaction and one sale are permanently removed. Fires synchronously — no delay.

Max Retention (days) — After the configured number of days, the system automatically disconnects the linked address and clears comments and notes for all interactions in this state.

Sale State GDPR Controls

Two new optional fields have been added to each sale state:

Allow Editing Contact — Same behavior as on interaction states: enables contact editing during sale creation or updates.

Max Retention (days) — After the configured number of days, the system automatically disconnects the linked address and clears comments and notes for all sales in this state.

Custom Fields: GDPR Relevant Flag

Each custom field now has a GDPR Relevant toggle. When enabled:

  • The field value is excluded from all AI-generated lead summaries
  • The value is permanently deleted when the lead is anonymized via Scramble Data or a GDPR erasure request

Mark any field that captures personally identifiable information (names, emails, phone numbers, addresses, national IDs) as GDPR Relevant.

Automatic Cleanup

Two new scheduled background jobs enforce the retention rules set above:

  • Orphan data retention job — runs daily; applies the global Max Retention Days setting to clean up leads with no recent activity
  • Per-state retention job — runs daily; applies the Max Retention (days) value configured on individual interaction and sale states

Additionally, the existing audit log cleanup job (runs daily at 02:30 UTC, deletes entries older than 180 days) is now documented in the GDPR Settings page.

Data Processing Agreement

A Data Processing Agreement (DPA) is now available at sellfaster.eu/dpa and is linked in the site footer under Legal. Download it if your organization requires a signed DPA as required by GDPR Article 28.

Contact Editing in Interactions & Sales

The ability to freely edit a lead's contact details from the interaction and sale recording dialogs has been removed. Contact details are now read-only by default in these dialogs. To allow editing in a specific state, enable the Allow Editing Contact flag on that state. This change prevents untracked modifications to personally identifiable information and helps maintain a clear audit trail.