Archiving an Applicant Record in CRM

Made by David Morgan with Scribe
 

This guide provides a straightforward process for archiving applicant records in the CRM system, ensuring that users can efficiently manage their data. Archiving a Record in CRM does not remove it from the CRM, the record stays in the CRM and can be searched for using the 'Show Archived in Results' option in the Global Search function. Archived records can also be restored to active status.