How do I archive a contact, company or project record?
Click “Show form”, select the checkbox in the field labeled “Archived”. Once archived neither the record nor any of its activities will show up in any normal list or report. Archiving inactive records helps keep your database un-cluttered while retaining all “maybe someday” records.
If you would like to archive multiple records at once, highlight the list of records then click “Archive” in the top bar.
To view archived records choose Show “Archived” in the toolbar’s filter. Archived records cannot be edited and do not count towards plan limits.