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

New Design 

If you are using the new design please follow the instructions below. 

Archive Multiple Contacts in Bulk

From the My People section, tap on the checkmarks to select the contacts you wish to delete (1) and then tap on the checkmark at the bottom (2).  

Tap on Archive (3) in the menu that appears.

Tap on the Archive button and confirm (4).

Archive a single contact

  • Tap on Edit in the contact profile (1). 

  • Tap on Archive (2)

  • Tap on the Archive button and confirm (3).

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