LeadmodeDocumentation
Setup

Delete organisation

Permanently delete an organisation with all its data: process, consequences and what to back up beforehand.

Settings → Organization → Organization settings, section Delete → Delete organisation. Only admins can do this. In a demo organisation, the button is locked.

Deletion is immediate and permanent. There is no restoration and no waiting period.

What happens

  • All data is deleted immediately: leads, projects, tasks, appointments, call recordings, files, chats, offers, orders and invoices.
  • The access of all employees ends immediately. Accounts that belong only to this organisation are deleted as well, including yours.
  • An existing demo organisation is removed as well.
  • Statutory retention periods (for example for invoices and receipts) are thereby bypassed. The responsibility for this lies with you.

Back up beforehand what you need to keep. The full export serves this purpose (see below). After deletion, Leadmode no longer keeps invoices and receipts.

Full export

Under Settings → Organization, section Full export, an admin requests a ZIP archive with all data of the organisation. It is free of charge, needs no credits and also works with a subscription that has ended.

  • Included (as CSV and JSON Lines): leads with contact persons, channels, custom fields and emails at the lead, projects, tasks, appointments, calls with transcripts, notes and documentation, offers, orders and invoices with the original PDFs and e-invoices, accounting with journal and incoming receipts, files from contact records and the file explorer, plus recordings still stored, email templates, scripts and flows.
  • Not included: the entire mailbox, chat, SMS, landing pages and questionnaires including their leads, applications and personnel documents, reports, working times, change history and all access data for third-party services. The file LIESMICH.txt in the archive lists this precisely.
  • The export runs in the background. You see the progress without reloading the page and can leave the page meanwhile.
  • The finished archive can be downloaded for seven days. Very large holdings are split into several archive parts. With Remove archive you delete it earlier.
  • Chrome and Edge write the download directly into the chosen file; in other browsers it is collected in memory, which can become tight with several gigabytes.

The archive contains hinweise.csv (values that could not be read) and nicht-enthalten.csv (files that did not fit into the archive), as well as checksums for each file.

Process

Click Delete organisation. In the first dialog (‘Permanently delete organisation?’) read the consequences and click Next. With Cancel you abort.

In the first dialog you find the note on the retention obligation with the full export to request and download.

In the second dialog (‘Confirm deletion’) tick that you have understood the consequences and confirm with the switch that you have noted the statutory retention periods for invoices and receipts and that you secure the documents yourself.

To confirm, type the name of the organisation. Upper and lower case matter; surplus spaces do not.

If you have not signed in during the last few minutes, Leadmode requires it for security reasons: click Sign in again. Then the dialog opens again.

Click Permanently delete organisation. You are signed out afterwards. Leadmode records who confirmed the retention obligation and when, and whether a full export was available and downloaded at that time.

Deleting an account

Under Settings → Account → Account you find Delete account. This only deletes your access. If you are the only admin of an organisation, invite another admin beforehand (Invite employees) or delete the organisation.

See also

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