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.