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Archiving a company is executed by the Gatekeeper. To archive a company, the company must be an owner or partner relation type and only verified or new companies can be archived

Archive a Company

  1. Navigate to the Companies and Contacts module.

  2. Search for an existing Company using the search bar. Click on the Company within the view to open the Company Profile.

3. Click on the ellipses icon.
4. Select the archive option.

5. Select the reasoning why the company or one of the selected company locations is being archived.
6. Add a comment.
7. Click Archive.

The company status will now appear in the main view with A for archived.

Archive a Company with multiple locations

Follow the above steps from 1 and 2.

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