Keep withdrawn applications free of personal data for practice leads

Practice leads find withdrawn, low-revenue applications still storing contact details, risking underwriting compliance. This workflow clears contact fields on withdraw, preventing retention.

Overview

Withdrawn, low-revenue applications that keep contact details introduce compliance exposure and clutter underwriting records. This workflow removes personal contact fields when records move to withdrawn, giving practice leads cleaner records, traceable audit notes, and reduced retention risk.

Notable Features

Clear personal contact fields
Trigger when stage changes
Log an audit entry