Over time we accumulate contacts who are no longer active. Perhaps they’ve retired, changed jobs and industries, or passed away. Currently there appears to be two ways to handle these contacts in the CRM:
1. Delete them, or
2. Change their Lead Status (or a custom field) to “Unqualified” or similar.
The issue with the former is that all history with the contact is lost. Let’s say they were the designer on a job (deal). If I delete that contact then I lose the reference in the Job’s record indicating who the designer was on that project.
The issue with the latter is that I now need to create filters in various locations to filter out these “unqualified” contacts. For example, in Sales → Views, or as an “exclude” category in marketing emails.
I would like to see an Archive feature that automatically implements these filters, removing the “archived” contact from workflows, views, emails, etc…, yet retains their “associated” links to deals (jobs) and is searchable.