Do you know how and when to deactivate a Company/Contact?
  v2.0 Posted at 27/05/2014 4:57 PM by Ulysses Maclaren
There comes a time when some contacts in your CRM database might just be taking up space and not giving any value. At this point it is best to deactivate them.
  • CRM still knows about it so it will still come up for duplicate detection.
  • You can still view them if you need to by viewing Inactive companies/contacts.

Hint: When you deactivate a client - put a note in the notes field to say why first.


​​​​​Figure: Once a contact moves on or their details are no longer relevant, deactivate them

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address: