Archive or Delete a Contact
Archive a Contact:
- Click into the Contact to be archived.
- 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:
- Click into the Contact that you want to permanently remove.
- Hit 'Actions' and select 'Delete & merge'.
- 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.