Exclude sources from retention
A
Andrew Cordova
We need to option to exclude specific source descriptions from retention rules.
Created by Laura Brewer
Shelby Parker
Thanks for raising this, Andrew Cordova — that’s a really helpful request. To make sure we’re thinking about the right solution, could you share a bit more context: which retention rule(s) are you trying to adjust, and what’s the intended behavior when a source is excluded (keep those records longer, delete sooner, or have them completely untouched by retention)? Also, when you say “source descriptions,” are you referring to the source values you assign to leads/customers (e.g., website, OEM, third-party), and would you want to exclude specific values or whole groups? Lastly, what’s the pain point today — what’s happening under the current rules that you’re trying to prevent, and which teams/workflows are most impacted?