Choose lifespans for different data
Recordings, transcripts, and messages serve different purposes. Set their retention around the review and follow-up work the business actually needs.
Data retention controls
Keep call data for a reason. Give it a lifespan.
Set retention rules for recordings, transcripts, and messages around your operational needs.
Teams & data controls · Built for US call workflowsData retention controls
- Data
- Call recordings
- Control
- Configured retention period
- Review
- Check holds and exported copies
Review the business need
Decide which call information your team needs and for how long.
Data retention controls
- Data
- Call recordings
- Control
- Configured retention period
- Review
- Check holds and exported copies
Set retention preferences
Apply the appropriate rules for recordings, transcripts, and messages.
Data retention controls
- Data
- Call recordings
- Control
- Configured retention period
- Review
- Check holds and exported copies
Revisit the policy
Check the settings as your workflow and data requirements change.
Explore the steps above. Sample details show the workflow, not a live account.
Teams & data controls
What changes in your day.
Keeping every conversation forever is not a data strategy. Decide how long your team needs different kinds of call information, then manage retention as part of the account's ongoing operation.
Consider holds and ongoing reviews
A record involved in an active investigation may need special handling. Review the available hold controls before changing retention for information your team still needs.
Plan beyond the application
Downloaded files and information sent to other tools have their own lifecycle. A retention setting in Lead Source does not automatically remove copies held elsewhere.
From setup to review
Put it to work.
- 01
Review the business need
Decide which call information your team needs and for how long.
- 02
Set retention preferences
Apply the appropriate rules for recordings, transcripts, and messages.
- 03
Revisit the policy
Check the settings as your workflow and data requirements change.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does changing retention delete copies in other tools?
No. Exports, downloads, and information sent to connected systems need their own handling. Account retention applies to the data managed by that workflow.
Does a retention setting make my business compliant?
A product control cannot make that determination for you. Choose settings that fit your business requirements and review how they operate in practice.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.