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Delete submitted leads, move and archive workflow cards

Delete submitted leads, move and archive workflow cards

Your deletion form submissions can leave lead rows and task cards intact, cluttering operations and confusing coordinators. It deletes the record and archives the related card within two days.

Delete submitted leads, move and archive workflow cards

Overview

When deletion requests pile up, your leads table and task boards get noisy and slow down coordinators. This flow removes the lead record, flags the related task card for deletion, and archives it after 48 hours so your operations team sees a clean queue within two days.

Delete submitted leads, move and archive workflow cards