The lead data retention policies in Cadence allow you to control how long lead information is stored in your system before being automatically purged. This feature helps maintain compliance with data privacy regulations while ensuring your database remains clean and current. You can access these settings through the Leads Menu in your event's administration area.
Before you start
You must have System Administrator permissions to modify lead data retention policies.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Scroll down to the "Data Retention" section.
If you don't see this section, your account may not have the required permissions or the feature may not be available in your license tier.
Set the retention period by selecting the number of months or years to retain lead data.
Once lead data is purged according to your retention policy, it cannot be recovered.
Choose whether to automatically notify account owners before data purging occurs.
Select which lead data elements to include in the purge:
Basic contact information
Custom field responses
Lead scan menu selections
Notes and attachments
Specify whether to retain anonymized data for reporting purposes.
Keeping anonymized data allows you to maintain historical metrics without storing personally identifiable information.
Review the quarterly purge schedule that shows when the next automated purge will occur.
Click "Save" to apply your data retention policy settings.
Verify your settings have been applied by checking the confirmation message.
Troubleshooting
If you cannot modify the data retention policies:
Verify you have System Administrator permissions
Check that your Cadence license includes data retention management features
Contact Cadence support if you believe you should have access to this feature