Cover of Safe Handling and Storage of B2B Contact Data by Data Menu

Data Handling

Safe Handling and Storage of B2B Contact Data

Lawful basis, PECR subscriber types, retention and security for business contact data.

Format
PDF
Length
18 pages
Edition
1st edition, November 2026
Published
2 November 2026
Publisher
Data Menu
£24PDF, single instant download

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About

About this guide

A practical UK guide to holding and using business contact data lawfully and safely. It explains why work email addresses and job titles are personal data, how PECR treats corporate and individual subscribers (including sole traders), which channels you can use for which audience, and how to choose and record a lawful basis.

It also covers sourcing and privacy information, third-party list due diligence, record design, retention and suppression, security controls for a contact database, and handling requests. Includes register, due diligence, pre-send and annual review templates.

General educational guidance written by Data Menu. It is not legal advice.

Contents

What is inside

  1. Why business contact data is personal dataWhy business contact data is personal datap. 4
  2. Know your subscriber, know your channelCorporate and individual subscribers and the channel tablep. 5
  3. Lawful basis and fairnessLegitimate interests, consent and the balancing testp. 7
  4. Sourcing and transparencySources, privacy information and list due diligencep. 9
  5. Collect and record it wellWhich fields to keep and how to record the basisp. 10
  6. Retention and suppressionRetention, suppression lists and yearly reviewp. 12
  7. Security for contact dataAccess, exports, devices and suppliersp. 13
  8. Requests, objections and suppliersHandling objections, requests and sharingp. 15
  9. Checklists and templatesRegister, due diligence, pre-send and review templatesp. 16

Audience

Who it is for

  • Sales and marketing teams
  • Founders and operations leads
  • Anyone who maintains a CRM or contact list

Delivery. After payment you can download the PDF straight away, and we email you a personal link to the same page. Each purchase is a single download, so please save the file somewhere safe when it arrives. If a download is interrupted, you can retry from that page for a few minutes. Our guides are practical, educational material. They are not legal advice. If you need advice on your own situation, speak to a qualified adviser.