How do I archive a contact?

If you no longer wish to see a contact in your primary audiences you can archive it. Archiving a contact retains the contact information and your activity with them, but removes the person from your primary audiences.  

Once archived, you will find these contacts in another audience called "Archived People". 

A few notes about archiving contacts:

  • Contacts that are in the Lead (or Warm), Potential (or Hot), or Active (or In Contract) Stage cannot be archived until you change the stage or remove it
  • Contacts that are assigned cannot be archived until the assignee is removed
  • You can archive contacts with no Stage set or the Inactive (Past) or Lost Stage set
  • Archived contacts can be unarchived at any time. 
  • If you manually archive a contact, it can be unarchived by: 
    1. manually unarchiving it, or 
    2. setting a Lead (Warm), Potential (Hot), or Active (In Contract) Stage, or 
    3. assigning it to someone

Table View

  1. From the My People section, tap on the checkmarks to select the contacts you wish to archive
  2. Tap on the large checkmark in the bottom right
  3. Tap on Archive

  1. Tap Archive to confirm the change.


List and Details View

  1. From the My People section, tap on the checkmarks to select the contacts you wish to archive
  2. Tap on the checkmark at the bottom 
Tap on the checkmarks to select contacts, then tap on the checkmark in the lower right.
Tap the checkmarks to select contacts and then tap the large checkmark in the lower right.
  1. Tap on Archive.
On the Bulk Actions Menu, tap on Archive.
Bulk Actions menu > Archive
  1. Tap the Archive button to confirm the change.
Tap the archive button to confirm the change.
Tap Archive to confirm the change.

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