Archive or Delete & Merge a Contact

Archive a Contact

1. Click into the Contact to be archived.
2. Hit ‘Actions’ and select ‘Archive’.

This will prevent the Contact from coming up in the lookup results and showing under Contacts.

Delete & Merge, with another Contact

1. Click into the Contact that you want to permanently remove.
2. Hit ‘Actions’ and select ‘Delete & Merge’.
3. Choose a Contact that you’d like the original to be merged with.

This will replace the original Contact on any Quotes with the new Contact.