Lead Data Deletion | Why It’s Important And How To Do It

By: Scott Hettman

Governments around the world are pushing now harder than ever to protect consumer information. Next year the GDPR will be the most far-reaching consumer data law ever to go into effect. If you do not deal with leads from Europe, you may scoff and say this law does not concern you. It might not; today, but the time is coming where similar laws may hit the U.S. One of the key points of this law was also written about recently by the CFPB. The point is that companies handling consumer data should only hold that data for as long as is absolutely necessary. Absolutely necessary meaning absolutely necessary for what the consumer thinks you are doing with their data. The GDPR also goes way past just personally identifiable information (PII) but also considers indirectly identifiable information as protected. IP address is going to be something that now counts.

We believe lead generation companies should start looking today at their data retention policies. Do you really need that lead data next year? Next quarter? Next month? Tomorrow? The push for real-time or near real-time data deletion is coming and we support it. If your pitch to the consumer is that you can match them with five local contractors who will get them quotes then once you have done that matching, why do you still need the lead's information? More importantly, does the consumer think that you still have it and know what you are doing with it?

lead data deletion

Lead Data Deletion In boberdoo

Because of these ever-changing standards and in an effort to protect not only our clients but consumer information as well, boberdoo has implemented new technology to help lead generation companies automatically manage their data. The boberdoo lead distribution system comes equipped with several data deletion options that allow you to customize your data security.

Field Deletion

In the boberdoo system, you have the option to delete individual lead fields upon lead submission or after the number of hours or days that you specify. This allows you to retain some lead details while removing any sensitive fields or PII.

Which Fields Should You Delete?
As a rule of thumb, we recommend deleting every field that you do not absolutely need. Any data that is sitting in your system unused represents a significant risk with absolutely no reward. This is especially true of personally identifiable information such as names, social security numbers, email addresses, phone numbers, home addresses and more.

Lead Deletion

You also have the option to delete entire leads. Again, this can be done as soon as each individual lead is submitted or on the hourly or daily interval of your choosing.

Which Leads Should You Delete?
The same guideline for field deletion applies to whole lead deletion as well. If you don’t absolutely need specific leads in your system, it is safest to delete them. If you need to store your lead data for any reason, we recommend performing a secure export to your Amazon S3 account, then deleting your leads from your boberdoo system. This can be done automatically using boberdoo’s Secure Export.

For a full overview of boberdoo’s lead data deletion and data retention options, please visit our data retention overview page.

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boberdoo.com has been a leading software provider for the lead industry since 2001. Our software continues to evolve to not only make day-to-day operations easier for lead companies, but also to improve the safety and integrity of the lead industry. In an industry where customers (and customer information) is everything, shouldn't you be doing everything you can (including lead data deletion) to protect it? Don't worry, we're happy to help. Fill out the form below to get started.

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