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.  

Archived contacts

  • 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

  1. On the left navigation, click Leads & Contacts > Contacts
  2. Use the search bar to quickly find your contact(s).
    • Search by name, email, or phone number.
  3. Select the name of the contact(s). 
  4. At the top of the screen, click Actions > Archived Selected Contacts. 
    • A new modal screen will appear. 
  5. (Optional) Choose a reason for archiving the contact.
  6. Click Archive.