How to Archive and Purge Old Leads via Export & Delete

Overview
Keep your Lead database performant by archiving stale leads—exporting them for record‑keeping, then purging from Laywork.

Procedure

1. Filter your list to “Created Date is older than X months” under Leads → Lead Contact.

2. Click Export to download those old leads for your archive.

3. After verifying the export, select all rows via the checkbox.

4. Click Bulk Actions → Delete, confirm, and Laywork will remove them permanently.

Tips

• Archive exported files in date‑stamped folders (e.g. Leads_Archive_2023-Q1.csv).

• Purge in small batches (e.g. 500–1,000 at a time) to reduce load on the system.

• Review your data‑retention policy before deletion to ensure compliance with record‑keeping requirements.