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Archive Contacts

Over time we accumulate contacts who are no longer active.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.

2 Comments
CentraFoods
New Member

I agree, I encounter this a lot now.  Perhaps there could be a lowered fee for "archived" contacts so that they don't increase our count of contacts too much.  But the point being that our customers/contacts rotate in and out of jobs all the time -- I want to keep my old contacts information to be able to reference their name, see what we talked about and our communication... But I don't need to actively communicate with them or have them bog down my customer list. 

 

Is this possible to create within Hubspot?  I think it would be a very valuable addition to the CRM.

JaimeC
New Member

I agree. We recently started using the HubSpot CRM and found this to be an issue. We use "active" vs. "inactive" in Salesforce, because in our industry people move to different firms and we prefer to not lose the contact history over the years.