# Data retention controls

> Set retention rules for recordings, transcripts, and messages around your operational needs. Explore the workflow with Lead Source.

Canonical page: https://getleadsource.io/features/data-retention/

[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.

Explore the walkthrough](https://getleadsource.io/features/#workspace)[See pricing](https://getleadsource.io/pricing/)

Teams & data controls · Built for US call workflows

Lead Source Illustrative example

01 Review the business need 02 Set retention preferences 03 Revisit the policy

Data 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.

[What you can do](https://getleadsource.io/features/data-retention/#capabilities)[The workflow](https://getleadsource.io/features/data-retention/#workflow)[Common questions](https://getleadsource.io/features/data-retention/#questions)[Related features](https://getleadsource.io/features/data-retention/#related)

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.

01

#### 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.

02

#### 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.

03

#### 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.

Connect the next step

### Works with the rest of your call workflow.

[Sensitive information redactionApply transcript redaction controls to remove supported sensitive information from conversation text.Explore feature](https://getleadsource.io/features/transcript-redaction/)[Call recordingReview recorded calls with their campaign, routing details, and saved outcomes.Explore feature](https://getleadsource.io/features/call-recording/)[Team roles & permissionsInvite teammates and control who can view or change information in each account.Explore feature](https://getleadsource.io/features/team-permissions/)

[Browse all features](https://getleadsource.io/features/)[Find your use case](https://getleadsource.io/use-cases/)[Compare platforms](https://getleadsource.io/compare/)

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.

[Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)