How to stop internal Management Team being automatically added as a CRM contact
Jul 2, 2017 5:57 AM
I have come across a challenging product issue that you may be able to help with.
Given that I have sidekick installed, with many mails being logged/tracked, I note that both my self and co-founder (The 2 Company Directors), keep being added to the CRM even if not requested. I'm assuming this is because we are cc'd on certain tracked mails.
I have deleted us a number of times and then notice we're back in the contacts database.
This is a concern as there are a number of our emails with sensitive information which are then showing up in CRM
How can we ensure that we are never added as Contacts (only as Users)?