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.
1. Navigate to the property record to be archived.
2. Click here.
3. Click "Archive"
4. Click "Archive"
5. Archived will show in the top right of the screen.
