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Working in the CRM

Archive and restore

Archiving takes a row off the board, and out of reports and the assistant's counts, without deleting it. You can restore it at any time. Delete is permanent.

  • Archive one row: hover it and click the bin icon at the right of its name.
  • Archive many: select them and choose Archive on the bulk bar.
  • See the archive: click Archived in the board's toolbar.
  • Restore: in the archive, select rows and choose Restore. They go back to their group.
  • Delete for good: in the archive, the bin icon or Delete removes rows permanently.
  • Back to the board: click Back to board in the yellow banner.