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Discard Quote Delete In Days: discarded quote will be deleted after configured day(s)
Enable Customer Deletion
Default as unchecked.
When checked Customers (Accounts) will be deleted after configured day(s) since the last activity made.
You will be required to input “Delete Period After Last Customer Activity (in Days)”
Enable Policy Deletion
Default as unchecked.
When checked Policies will be deleted after configured year(s) after they are expired.
You will be required to input “Delete Period for Expired Policies (in Years)”
Important Note:
Any related assets, like documents, will be permanently deleted when their parent object is deleted.