Deactivation is useful when a contact quits the company and you don't know where they moved to.
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: