Note
You can only archive 500 contacts at one time. Please repeat the steps below as many times as needed if you want to archive more than 500 contacts.
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:
- Are not visible in Leads & Contacts
- Do not receive automated communications
- Do not appear in Daily Digest emails
- Are 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.
- Click on the name of the contact.
- On the top right of the page, click Actions > Archive contact.
- A pop-up box appears.
- (Optional) Choose a reason for archiving the contact.
- Click Archive.
