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How long can I keep an engagement?

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Summary

Learn how long an engagement exists within MindBridge.


How long an engagement exists

Engagements exist until an Admin or Manager deletes them.* This means that if you perform annual services for a client, you can keep a historical record of your engagements, as well as provide context to your team and clients.

*Unless informed otherwise, MindBridge will not delete your data.


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