Help Center›CRM & Communications
How do I archive or restore a CRM contact?
For office teams · Updated October 26, 2026
Use this when a contact leaves their company, retires or should stop showing up in plans and pickers.
Archive a contact on the web
- Open the contact.
- Open More actions and choose Archive contact….
- Pick a Reason: Left company, Retired, Left the industry or Other.
- Choose Archive contact.
What archiving does
Archiving hides the contact from pickers, search and daily plans. All history stays, and contacts are never deleted.
Restore a contact
- In CRM › Contacts, set the Archived filter to Archived.
- Open the contact. The Archived banner shows the reason and date.
- Choose Unarchive.
Who can archive
Sales managers and customer managers can archive and unarchive contacts.
Moved, not gone
If the person moved to another company, change their company instead. If someone new replaced them, use More actions › No longer at company? Replace contact.
On the phone
Open the contact, tap More actions, choose Archive contact, pick a reason and confirm. An archived contact shows Archived with an Unarchive button.