Keep only the professional context needed for the workflow, control access, preserve source dates, and apply deletion and suppression rules consistently.
What data belongs in a prospect record?
Keep professional identity, company, role, source, contact evidence, pipeline notes, owner, and next action when they are necessary for the business purpose. Avoid unrelated sensitive or personal details that do not help the team make a responsible prospecting decision.
How should exports be handled?
Export only the fields needed for the destination workflow, protect the file in transit and at rest, and avoid uncontrolled copies. Preserve verification status and suppression columns so another tool does not treat unresolved or opted-out records as sendable.
What is the difference between deletion and suppression?
Deletion removes data according to the applicable policy or request. Suppression retains the minimum information needed to prevent future contact, often a normalized address plus reason and date. Your organization should define the lawful basis, retention period, and access controls for both processes.