Activate or inactivate a contact

Inactivate a contact to prevent it from being selected for new activity while retaining its information. Activate it when it should be available again. Open Menu, and then select Sales > Contacts.

Before you begin

You need permission to update contact records. An inactive contact cannot remain the primary contact for a company.

To activate or inactivate a contact

1. Open Menu, and then select Sales > Contacts.
2. Select the contact to open it.
3. Select More actions > Set as inactive or Set as active.
4. Confirm the action.

QuickStart updates the contact’s status. Inactive contacts are hidden from active lists but remain available through inactive filters.