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How to archive a contact

When the work with a contact is over it must be archived. From that moment we will find it in the Archived Contacts list and we will be able to reactivate it in case the contact comes back in the future. Follow this simple steps!

1. In the Contacts section, click on the contact you want to archive

In the Contacts section, click on the contact you want to archive

2. Click on the Wheel button to display the Actions menu

Click on  the Wheel button to display the Actions menu

3. Select the option Archive

Select the option Archive

4. Confirm you want to archive it clicking on YES

Confirm you want to archive it clicking on YES

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General Concepts

How to create a New Contact How to select the Contact Type How to add additional contact methods How to add a Tag to a Contact How to attach documents to a Contact File How to register a client from other agency How to send Notifications about a Contact How to record an activity with a related event How to quickly log the content of a phone call How to log a WhatsApp Activity How to duplicate a contact How to archive a contact How to activate an archived contact What is an Unattended Contact and how to change the status to Attended How to search by Contact Tag How to manage Contacts: the Dashboard Contact chart How to replace contacts’ assignee user with a bulk action How to delete a contact What is the EmailStore and how to use it
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