Have you got companies you no longer want to sell to, but still want to keep the historical data? You can deactivate individual and multiple companies.

This article covers:

• How to make a company inactive
• How to deactivate multiple companies
• What happens after a company is inactive
• How to reactivate an inactive company

How to make a company inactive

1. Open the company card of the company you want to set as inactive.
2. Click the edit icon:
    
   
3. The company settings screen will appear. At the bottom of that screen, you will see a toggle labelled "This company is active". Set the toggle to off and click Save:
   
   

4. The inactive company screen will appear with a few options:

   • You can make all company contacts inactive
   • If you have Customer Journey, you can set the company status to Disqualified
   • If you have several stages with the probability set to 0, you can choose the stage you want to move open opportunities to
   • You can also add a reason for making the company inactive

   
   

5. Type the company name as stated and click inactivate. The company is now inactive. You can still access historical data, such as sales, appointments, and activities 

How to deactivate multiple companies

1. Open your list of companies
2. Tick the box next to each company's name (or to select all, tick the box in the column header) and select Inactivate companies in the popup that appears:
   
   
    
3. Upsales gives you a summary of what happens to the selected companies and any related activities, contacts, appointments, and statuses. You can click the toggles to inactivate all companies (1) and whether to set the journey statuses as disqualified (2). Enter a reason for activation (3), and click the Deactivate button:
   
   

What happens after a company is inactivated

When you set a company as inactive:

• All open activities will be closed
• All opportunities will be moved to a stage with a probability of zero (0). If you have several stages with probability 0, you can choose which one you want to move opportunities to
• You can no longer create entities or perform actions on an inactive company
• All other information, such as sales or appointments, remains available

• On search results and on the company card an inactive company is labelled as inactive.
  
  
   

How to reactivate an inactive company

You can reactivate a company at any time:

1. Go to the company card you wish to activate.
2. Click on the edit icon on the top right-hand side.
3. The company settings screen will appear. On the bottom of the screen, there is a toggle labelled "This company is inactive". Set the toggle to On and click Save: