Deactivation is useful when a contact quits the company and you don't know where they moved to. An inactive contact keeps all its history. To remove a contact for good, delete it instead. To remove a contact's personal data but keep its history, anonymise it.
An alternative is to move the contact to another company.
This article covers:
How to set contacts as inactive
- Click Sales & CRM → Companies & contacts → Contacts tab:
- Click the contact to open the Contact Card
- Click the edit icon (1) and click the Active toggle (2):
- The contact is hidden from the company's list of contacts. To see it again, turn on Show inactive contacts. On a company with subaccounts, open the Inactive tab instead.
How to reactivate contacts
- Open the company card, go to its contacts and turn on Show inactive contacts (on a company with subaccounts, open the Inactive tab)
- Click the contact to open the contact card
- Click the edit icon and turn on the Active toggle:
How to delete a contact
Deleting a contact can't be undone. If the contact is only on the wrong company, you can move it to another company instead.
- Open the contact card and click the edit icon
- Click the trash icon (Remove) at the bottom left
- Type your own email address to confirm and click Delete contact
Administrators can inactivate all contacts with inactive (bounced) email addresses in one go, see How to clean your Upsales data.