Archiving contacts is useful if you cannot delete a contact that is tied to a loan or is a shared with you from another user.
- Will not be visible in Leads & Contacts,
- Will not receive automated communications,
- Will not appear in Daily Digest emails,
- Will be archived for anyone that has access
- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Select the name of the contact(s).
- At the top of the screen, click Actions > Archived Selected Contacts.
- A new modal screen will appear.
- (Optional) Choose a reason for archiving the contact.
- Click Archive.